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

To: kaka who wrote (168284)	1/6/2002 7:22:06 PM
From: calgal	Respond to of 176387

Kaka, Bill, Sig and Kemble: Sig said: "I apologize to Kemble for grossly underestimating Dells potential stock price at $40. ($200 might be closer)" Keep the Faith! Be positive! :)Leigh Recent Stockwinners.com Option Picks Average Ninety-Eight Percent: "Among the recent gainers were Dell Computer (NASDAQ:DELL) January $27.50 calls, up 125% in eight days." quote.bloomberg.com

To: kaka who wrote (168284)	1/7/2002 10:24:32 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Gary, Hi!! RE: I'm impressed with all you list regarding DELL's growth but what impresses me the most is their prime time network advertising of the DELL Enterprise division. They'll continue to kick a$$ on the PC/notebook front, but if they succeed in their higher end server/storage products, then watch out!! Reasons why DELL will be $100 billion and exceed 40% of the WWide market: 1. Although a very very kind and considerate man...From what I've heard, Michael Dell is a bad loser...In "jock" terms don't bet against him...Very driven individual: Let's not forget how he "went to college basically to get away from his father's dream of becoming a doctor".. :o) 2. If I've heard it once in Austin I have heard it dozens of times..."the model, the model, the model"....(First lesson I learned)... Why are CPQ and HWP in trouble? :o) All the BS on this current subject and I've yet to read the real reason why... 3. World wide expansion...Far greater than what we currently are dreaming of...DELL's name increasingly is becoming the status quo...Likewise their business model is becoming increasingly the standard from desktop to storage possibilities... 4. Michael has many years to go...Still hungry and by far the most experienced CEO in the field...I've yet to hear of a long term goal he has that he hasn't succeeded in accomplishing in less time...I still remember when he told us of passing CPQ and many laughed...Once again: Don't bet against him...He's low-balling it with the $100 billion and 40%...He personally told me 50%! 5. Never first in the pool..But, yet to lose a race... Best, Kemble

To: kaka who wrote (168284)	1/7/2002 8:01:28 PM
From: Sig	Read Replies (2) \| Respond to of 176387

<<<As if a 38% rise to $40 in 25 trading days isn't enough>>> CPQ just went up 20% in 5 trading days- if Cpq can do it so can Dell <<< While DELL has done all the things your mention, you forgot to include a list of EPS. Since FY 98 4Q it reads like this: (undiluted based on common shares)>>> .89 .48 .55 .30 .34 .17 .20 .18 .17 .20 .22 .25 .18 .17 .16 .16 .16>>>> The early figures are distorted because of the splits Take earnings year by year and it looks better (as total shares decreased somewhat) 1997 $518/mm 1998 $944mm 1999 $1,460 mm 2000 $1,860 mm 2001 $2,100 mm But your last three 16 cent quarters are not included, so we still have a big problem of only $1,696 for 2002 Dell should try for at least 17 cents, thus showing a sequential growth, and even with the prior year quarter. Another thing would be to dump some tech investments for a gain of $160 mm to $304mm, putting this years earnings over 1998's of $1,860 or possibly over $2 bil which would look even better. Spend less on stock buybacks . Use creative accounting Sig