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

To: D.J.Smyth who wrote (163183)	12/12/2000 5:30:16 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

Rollins stated that it was apparent to them that Dell has continued to take market share...both consumer and business space if Dell's market share is increasing, in a down market, Dell still makes their numbers if costs are controlled. at least Dell doesn't suffer from inventory write-downs in this market it is difficult to ascertain the full benefit of Rollins statement, however. the market appeared to like his statement for two days. looks now though like CPQ wanted to put a kibosh on any long term good feelings though. so, Dataquest's statements regarding HP and Dell being the main beneficiaries of a market shift are happening. if you take IDC's data and statements about 500,000 fewer units, the spread for the fewer units appear to be hitting all firms, but some a lot more than others.

To: D.J.Smyth who wrote (163183)	12/13/2000 9:40:13 AM
From: kaka	Read Replies (5) \| Respond to of 176387

RESEARCH ALERT-Chase sees Dell as next to warn NEW YORK, Dec 13 (Reuters) - Chase Hambrecht & Quist said on Wednesday that Dell Computer Corp. <DELL.O>, the world's No. 2 personal computer maker, may be the next to issue a financial warning on its fourth-quarter results, joining several key rivals. Chase analyst Walter Winnitzki said in a note to clients, entitled "Next in Line on the Preannoucement List," that business conditions had changed for the worse since Dell last provided financial guidance to analysts on Nov. 10. Winnitzki cut his fourth-quarter sales estimate by $450 million to $8.4 billion, representing growth of 24 percent year to year and sequential growth from the third quarter of only 2 percent. He said that with industry pricing pressures growing, he reduced his earnings-per-share forecast for the fourth quarter ended in January to 23 cents from 26 cents. The analyst said that, while the market may have already discounted an earnings miss into Dell's stock after warnings of lower results from Compaq Computer Corp. <CPQ.N>, Gateway Inc.<GTW.N>, Intel Corp. <INTC.O>, Advanced Micro Devices Inc. <AMD.N>, and Apple Computer Inc <AAPL.O>. Dell faces greater exposure to the slow growing desktop PC sector and challenges in the corporate equipment market, especially in Europe. 09:00 12-13-00