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

To: stockman_scott who wrote (170121)	7/10/2002 12:43:09 AM
From: calgal	Read Replies (1) \| Respond to of 176387

Dell Stands by Profit Outlook Tuesday, July 09, 2002 NEW YORK — Dell Computer Corp. (DELL) on Tuesday said the personal computer maker stood by its forecast for fiscal second quarter results, and poured cold water on rumors that it might buy printer maker Lexmark International Inc. (LXK). "We are still sticking by our guidance of our earnings call," Chief Operating Officer Kevin Rollins said on a Bear Stearns conference call with investors. Dell had previously predicted second-quarter earnings of 18 cents a share and revenues of $8.2 billion, up 8 percent from a year before. Rollins added that Dell, the No. 2 maker of PCs behind Hewlett-Packard Co., has seen no rebound in PC demand but has continued to gain market share. He dismissed as "highly unlikely" any chance that the company would buy printer maker Lexmark -- one of many scenarios floated by market watchers who suggest that Dell might soon begin making and selling its own branded printers. Dell has in the past said that it was interested in figuring out how it could get into the printer business, which is highly profitable for some of its competitors, thanks in part to the lucrative market for ink and services. foxnews.com

To: stockman_scott who wrote (170121)	7/10/2002 1:50:37 PM
From: H James Morris	Read Replies (1) \| Respond to of 176387

Scott, off topic. The U of W will play against the U of M on Aug 31. Will you be there? This could be an opporunity for you to meet me and Bill Gates of Microsoft fame.

To: stockman_scott who wrote (170121)	7/15/2002 9:32:42 AM
From: Dorine Essey	Read Replies (1) \| Respond to of 176387

DJ MARKET TALK: Sell Into Tech Strength - Except Dell 08:37 ET DJ MARKET TALK: Sell Into Tech Strength - Except Dell 15 Jul 08:37 Edited by Thomas Granahan Of DOW JONES NEWSWIRES (Call Us: 201-938-5299; All Times Eastern) 8:38 (Dow Jones) Dell Computer (DELL), with its recently raised guidance, is the exception and not the norm among tech stocks, says Merrill Lynch chief U.S. strategist Richard Bernstein, adding that the company's success might actually come at the expense of other companies. "Investors should sell technology shares into strength at every opportunity, and redeploy those assets over other sectors. However, Dell might be an exception to our strategy. Dell appears to be a true 'growth company' within a sector of faux 'growth stocks."' (GS)