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

To: kemble s. matter who wrote (174803)	5/6/2005 10:06:52 AM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 176388

06:00 ET CHICAGO--(Business Wire)--May 06, 2005-- Today Zacks.com releases the names of 4 more stocks that are on their coveted Brokerage Buy List portfolio. This portfolio includes just those stocks that currently appear on the core recommended lists of at least three of the top 14 brokerage firms. These stocks are considered the best large-cap stocks to own for the long-term according to Wall Street's top players. In 2003 this portfolio gained 28.5%, outpacing the S&P 500. Here are four stocks that are currently members of this prestigious list: Automatic Data Processing, Inc. (NYSE:ADP.N), Dell (NASDAQ:DELL.Q), Microsoft Corporation (NASDAQ:MSFT.Q) and Exxon Mobil Corporation (NYSE:XOM.N). View the entire list of stocks on the Brokerage Buy List at at.zacks.com Here is a synopsis of why these stocks are on the Brokerage Buy List: Automatic Data Processing, Inc. (NYSE: ADP.N) said positive momentum in each of its businesses continued in is fiscal third quarter, as evidenced by a solid performance that included earnings per share rising to 57 cents from 50 cents year-over-year. Furthermore, the company, which remains a top holding with three of the leading brokerage firms, watched revenues climb 11% to $2.3 billion. Analysts were especially pleased with its outlook. Automatic Data Processing is confident that it will end the year toward the high end of its guidance, which calls for revenue growth between 7% and 9% and earnings per share growth between 12% and 15%. Dell (NASDAQ: DELL.Q) is considered one of the best large-cap stocks to own for the long-term by three of the leading brokerages. Early last month, the company reaffirmed its fiscal first-quarter guidance for earnings per share of 37 cents and revenues of approximately $13.4 billion, marking year-over-year improvements of 32% and 16%, respectively. But it was the company's long-term goals that made most of the headlines. Dell announced a goal of reaching $80 billion in revenue within threeto four years, compared to $49 billion presently. Kevin Rollins, Dell's CEO, stated, "Our growth and profitability are based on a disciplined approach to defining new product and service categories, accelerating growth in existing businesses, and extending the value we create for customers in all of those areas." Microsoft Corporation (NASDAQ: MSFT.Q) reported revenue of $9.62 billion late last month for its fiscal third quarter. That result marked a 5% advance from the previous year, but was below Wall Street expectations. Nevertheless, many found its outlook for fiscal 2006 to be encouraging. Microsoft expects increased revenue growth for fiscal 2006 based on optimism for the future stemming from its strong product pipeline and the growth opportunities from its investments in innovative products and services. For the full fiscal year ending June 30, 2006, Microsoft forecasted revenue between $43.3 billion and $44.1 billion, which was ahead of what many analysts were expecting. Despite some near-term challenges, Microsoft remains the premiere company in its space and continues to be a top holding with three of the leading brokerage firms. Exxon Mobil Corporation (NYSE: XOM.N) disappointed Wall Street late last month when reporting first quarter earnings per share, excluding a gain, of $1.15, falling short of the consensus. Nevertheless, this energy giant remains a favorite with four of the leading brokerage firms. While falling short of expectations at about $1.18, the earnings result marked a solid improvement over the year-ago quarter's performance at 83 cents. In fact, the company's profit was the biggest ever for its first quarter and the fifth largest in U.S. corporate history. Furthermore, upstream earnings increased $1,041 million to $5.054 million, while downstream earnings advanced $139 million to $1,143 million. To discover all the other profitable stock portfolios at Zacks.com then follow this link at.zacks.com About Zacks Brokerage Buy List Zacks has developed many successful ways for individual investors to profit from the stock picking prowess of Wall Street professionals. The Brokerage Buy List is yet another powerful tool that investors can wield in order to improve their investment results. This portfolio is comprised of the core stocks recommended by at least three of the Top 14 brokerage firms. These are the kind of large cap stocks that are best for long- term investors. In 2003 this portfolio gained +28.5% outpacing the S&P 500. To learn more about the Brokerage Buy List then visit at.zacks.com

To: kemble s. matter who wrote (174803)	5/6/2005 1:45:29 PM
From: kaka	Read Replies (1) \| Respond to of 176388

Hi Kemble, this price target is a far cry from Prudentials $55 (assuming same 12-18 month target) Dell Computer "buy," target price reduced Friday, May 06, 2005 5:24:22 AM ET Banc of America NEW YORK, May 6 (newratings.com) - Analysts at Banc of America Securities reiterate their "buy" rating on Dell Computer Corporation (DELL.NAS), while reducing their estimates for the company. The target price has been reduced from $44 to $42. In a research note published yesterday, the analysts mention that the company is likely to report its revenues and EPS for the April quarter in-line with the estimates. Dell Computer's healthy results and in-line guidance are likely to aid the company's share price recovery, the analysts say. The company is poised to benefit in the forthcoming quarter from an improved PC mix and low component costs, Banc of America Securities adds. The target price and the earnings estimates have been revised to reflect the limited upside to the estimates. The EPS estimate for 2005 has been reduced from $1.60 to $1.59.

To: kemble s. matter who wrote (174803)	5/6/2005 6:34:38 PM
From: Dan3	Read Replies (3) \| Respond to of 176388

Re: HP has yet to decide HP is squeezing Dell into a the low end of the workstation and server markets. Dell's Xeon offerings aren't competitive with HP's Xeon offerings because HP has its own chipset that is better than anything Dell has. HP's Opteron Blade, 1U, 2U, and 4U servers use about 1/3 less total system power than anything Dell can offer and are already shipping as dual core - which use even less power for a given level of performance. Dell will have nothing to compete with HP's dual core workstations and servers for 6 to 9 months. Why put up with the complications inherent in dealing with a mix of suppliers when HP offers one-stop shopping? Dell has no low power servers, no low power workstations, no SLI workstations, and no dual core servers. For home user who enjoy gaming, Dell cannot offer an SLI system - Dell is limited to low end and medium grade systems. Dell has no 64-bit notebooks - the new high end notebook segment that will become more and more important this year. These are the segments where money is made. Dell is facing slugging it out with lenova for leadership in the $250 entry level market if they don't do something about the limitations of their product line. Their one saving grace is momentum and a respectable notebook line.

To: kemble s. matter who wrote (174803)	5/9/2005 9:49:05 AM
From: OLDTRADER5	Read Replies (1) \| Respond to of 176388

Great -I figured this out in 1996 (see the record on this site)as I told this web site and people at the annual meetings that many times as well as betting every personal cent.It worked! -Live with it!-Best wbm-PS:"BUT-- it still grinds my --- that the management continues to rob the SE fearlessly" through the use of stock options--("when they buy back stock all they are doing is transfering the corporate wealth "workers sweat" directly into their own pockets!!!)--QUITE A RACKET!-I have therefore over the past few years looked elsewhere.DELL is kind of a fiefdom --while the rest of us ,down in the fields, pick beets.We still have a large positions as DELL is the only game in town.