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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: D. Swiss who wrote (161135)	9/27/2000 6:00:13 PM
From: Sam Bose	Read Replies (2) \| Respond to of 176387

Drew, Andy Neff of Bear Stearns was just on CNBC and pretty much alluded to as much, that DELL's price reductions were component cost related. Unfortunately the only two hardware stocks he recommended were Apple and Gateway, with a special mention of Compaq as a turnaround situation that is beginning to jell (sp?). To add insult to injury, he also stated that Compaq could not be called just a PC company anymore.....isn't this what DELL is trying to achieve with Wall Street analysts??? Best, Sam

To: D. Swiss who wrote (161135)	9/27/2000 7:57:04 PM
From: mepci	Read Replies (1) \| Respond to of 176387

Drew: I hope we do have enough margins. With SUNW coming with US III and everybody focusing on server and storage what other option do you have. May be this is why Kumar downgraded Dell to buy. But no reasonable figs. were shown till now to think Dell won't reach at least the 45 mark by Feb.(with .91-.82 y2001k earnings and p/e of 50). If it looks bad for earnings Dell better come out say it now. Any surprise downwards in earnings can kill this stock. Better to admit how tough the market is and take the kicks now and keep on marching. I can't find any symptoms that show any scar on this company for LT. I know I can build these servers cheaper. So I don't see why Dell won't have margins. I don't think kid is going to leave any money on the table. The market is probably playing into Dell's hands nicely.