Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kaka who wrote (163190)	12/13/2000 10:26:49 AM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

Ann Richards-take that!

To: kaka who wrote (163190)	12/13/2000 10:46:05 AM
From: OLDTRADER	Respond to of 176387

Institutions buying-just trying to scare off the competition!

To: kaka who wrote (163190)	12/13/2000 10:51:27 AM
From: edamo	Respond to of 176387

k......"dell next to warn"???? if this is true, they better announce sooner rather then later, with much dignity(unlike al gore).... the street may not be as kind to dell as they were with intc....

To: kaka who wrote (163190)	12/13/2000 4:34:50 PM
From: D.J.Smyth	Respond to of 176387

you'd think Rollins would have given some indication on Monday that things weren't going as well as planned. he delivered, instead, the standard message we can all do the math; $8.4 billion would represent little to no change over the third quarter. cpq states $11.2 to $11.4 for the 4th. they did $11.2 in the third. this also represents little change from their third Chase assumption means Dell is doing no better than CPQ; possibly worse in some sectors. Dell does have the following going for it, (a) supposed corporate buying effect for January, (b) govt. buying picking up after first of year, (c) education transfer from Apple to Dell, (d) strong Asia, (e) improving Europe/Euro, so on. NEC commented about the translation difference bw the Euro and the British Pound and how that is affecting their jobs in the UK. i don't see how such an effect would change any strengthing of European sales given Dell's operational conversions IDC states general patterns are looking to be 19% up over last year for the 4th. Dell doing $8.4 means they are grew at 22% - about 3% better than the overall market. at 19% overall growth, someone is getting the business...

To: kaka who wrote (163190)	12/13/2000 6:38:14 PM
From: mepci	Read Replies (1) \| Respond to of 176387

Kaka: Even at .23 for 4Q that is .90 diluted for the year and a p/e of 22. INTC showed people are going to resist selling at that p/e. And from .61(I consider the .07 right off as valid) for y2k., that is almost 50% increase in earnings for the year. Even at .68 for Y2k(if you don't consider the .07 write-off as valid for analysis purposes), that is an increase of 32%. As per revenues everybody said 27% and possibly lower. Even if this guys numbers are right, I don't see big surprises here. Most probably CPQ is losing market share. May be Dell is number 1 in the world for PC sales. As per earnings, I will be surprised if they come below .25 for 4Q.