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

To: John Koligman who wrote (168769)	2/11/2002 1:54:14 PM
From: kaka	Respond to of 176387

Bear raises '03 estimates for Dell (DELL) By Nicole Maestri In a morning note, Bear Stearns analyst Andrew Neff raised his 2003 earnings estimates for Dell (DELL) , citing a shift toward enterprise products which means slighly higher revenue and margins. He expects Dell to earn 75 cents per share in 2003 vs. an earlier target of 73 cents. One concern for investors has been component costs, Neff said, but there has been improved availablility of Pentium 4 chips and Dell is offsetting higher prices for DRAM (dynamic random access memory) by company cost cutting actions. "We maintain our 'buy,' as we see Dell in a superior position to emerge a winner from the ongoing price war and consolidation with its cost leadership and a direct model that enables it to stay ahead of industry price dynamics," Neff wrote in his note. Shares are up 10 cents at $26.35.