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: hdl who wrote (173788)	1/10/2004 10:43:32 AM
From: Sig	Read Replies (1) \| Respond to of 176387

How does Dell reach $40 ? Dell has gone up about $1 mo for the past yr, with an average price @ $30 Dell earnings have gone up 25%/yr or 2 % a month. Which is only $.6 mo. Nas has gone up about 3.5%mo. , equivalent to a $1/ mo increase in Dell Dell reached 37 in November, and has dropped a bit recently, yet Dell performs better than the average Nas stock It is then reasonable to assume Dell will go up $1 per month if the Nas can hold together and not dip too much $37 in November was on the curve, so I would use that as a reference and Nov+ Dec+ Jan provides a $3 increase to $40 With earnings in early Feb, and Dell talking positive, and computer sales up then Dell should get a pre-earnings increase in price in early Feb. Conclusion: Dell should hit 40 by ahhhhhhhhhhhhhhhhh- Feb 5 th, which is not that far away. BUT we cant have much really bad news to tank the Nas or all bets are off. It could be flat, it could dip a bit, but if no tankee I would see about $42 just before earnings time. You will have to figure the odds. Sig Feb 2003 EPS was up 23% Nov 2003 EPS was up 26% Analysts estimates for 04 is 18.9% versus industry growth of 20% Does anyone believe that HPQ, IBM, Gtw, Mu, or others are going to have better returns than Dell? Is Dell going to lose market share someway(hahahahahahaha) Hehehehehehehe. Choke. November 13, 2003 <<<Dell's overall volume growth of 22 percent enabled it to gain 1.5 points of additional global market share. Product shipments in five strategic markets—China, France, Germany, Japan and the United Kingdom—rose a combined 32 percent in the third quarter. Asia-Pacific and Japan led the company's regional growth with a 35-percent increase, nearly three times the combined rate of other companies. Dell's strength in the region was most profound in servers and notebook computers, which were up 37 and 36 percent, respectively. Company performance in China was exceptional, including a 67-percent increase in volumes of servers and a 70-percent gain in notebook computers. The company's 25-percent growth in Japan moved it to the No. 3 share position in the market, up from No. 4 a year ago. Total Dell shipments in Europe, the Middle East and Africa increased 26 percent, seven points ahead of the average for the rest of the industry. Volumes were up 24 percent or more in every regional product category. Technology Business Research (TBR) for the first time ranked Dell No. 1 in U.K. customer satisfaction in servers, notebook computers and desktop computers at the same time. Based on TBR's most recent surveys, the company also holds the same distinction in all three product categories in France and Germany. Dell's 30-percent shipment growth in the U.K. was more than twice the rest of the industry, as the company gained nearly three points of share from a year ago and reclaimed market leadership. Server shipments in France increased 37 percent, more than double the industry without Dell. Company product shipments in the Americas and the United States rose 20 percent, strongly ahead of the average of other companies. Dell systems sold to U.S. consumers were up 28 percent, while those to small and medium businesses and federal, state and local governments both increased 22 percent.>>>

To: hdl who wrote (173788)	1/10/2004 12:34:24 PM
From: stock bull	Respond to of 176387

I hope you have a lot of shares to sell to Kemble. I understand that he doesn't buy small or odd lots. :) Larry

To: hdl who wrote (173788)	1/12/2004 1:54:10 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

HDL, Hi!! RE: I ain't selling until $60 IMO, the questions that should be debated: 1. When does the investor realize that DELL is worth the combined valuation of all the other tech giants that are losing money in various segments of their business? 2. When does the investor realize that DELL should currently be worth the valuation of an AMZN? DELL still remains the most profitable and efficient corporation...Daily more and more business is being done across their website...Daily, the company is literally searching for additional products they can sell which have a high margin...There are thousands of business' and corporations that DELL has developed relationships with...All of these relationships are a reminder to others of how simple, inexpensive and efficient DELL can make your corporation IT needs...The dozens and dozens of alliances with others are continuing to payoff and bring more and more value to the DELL product...All of which continue to bring more and more pressure on every other corporation that enters into a bid against DELL...DELL sales reps are the bud on the tree...The innovation that they bring to the CIO's table creates a staggering advantage...One should not have to be reminded that nowhere have I read of how anyone is preparing to stop this company from continuing to win market share...Carly tells us this: "DELL is a one trick pony"...Carly is right!! DELL just continues to win market share and make money while doing it... The recent post from Sig said a great deal...The results of how DELL is gaining across the globe is truly amazing...IMO investors have been taking DELL for granted or the fund managers are waiting for this year when the large corporations are back buying...I do not believe that anyone is really ignoring what they have been accomplishing..But, rather have been unimpressed that DELL has been doing "what is expected"...Yet, the long term investor should not be ignoring how DELL is sweeping more and more market share to the DELL logo in Japan and China...Mort told us how DELL's second largest market would soon be China...Mort was correct...With one out of every five individuals on this earth being Chinese...The investor should not forget how lucrative this should be for DELL's future...Notice today's note on DELL increasing their workforce in Japan... :o) HDL, I'm sure I'll still be buying @$60...Michael is a young man...Many times he has stated how much he enjoys getting up in the morning to win market share...For the past decade he has run over the rest of the IT world with steady growth and winning more share than anyone imagined he would...He and Kevin have repeatedly mention $60 billion by 2006...Do you actually think that they are not thinking beyond this? Best, Kemble