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

To: Venkie who wrote (21614)	11/15/1997 10:07:00 AM
From: Richie	Respond to of 176387

No, you can not write off the loss if you buy back withing 30 days....however, there is a way to get around this. Purchase the exact same number of shares that you intended to sell....then instruct your broker to sell the "old" block, creating a "paper loss". If your using an on-line broker, then you will have to track this yourself when tax time comes! To all: Has anyone heard anything about earnings? Then number i am reading is 0.65 Any news or thoughts to the contrary? whisper number? Thanks! RichieH

To: Venkie who wrote (21614)	11/15/1997 10:43:00 AM
From: Paul van Wijk	Read Replies (4) \| Respond to of 176387

NOT FOR DELL-BEARS Venkie, There is an analist-report on Dell by Lehman-bros dated 12/11. lehman.com It is in pdf-format and I'm not sure everyone has the tool to read it. So I will give a few highlights Title Dell Computer: 3Q Earnings Preview, Potential Upside to est. Rating : 2 Price-target : $95 (not 60-64) * Dell will be reporting 3Q earnings on monday 24 nov. We are expecting modest upside to our $0.65 estimate * Contrary to recent trends, we expect Dell's revenue growth will likely be in-line with our expectations will margin upside fuel the anticipated earnings strength * We expect margins benefit from lower component costs (drives, CPU) and favorable product mix shifts. * We believe that with competition in the corporate PC market intensifying Dell's share gains in large corporate accounts will slow. However, earnings growth will continue to be fueled by favorable product mix shifts. * We are maintaining our estimates and rating and would view any weakness in the shares as a buying oppurtunity. DELL REMAINS OUR FAVORITE PC-STOCK. Expecting 3Q upside will likely be driven by margin rather than revenue growth. Revenue growth accelaration has been driven by 2 primary factors - share gains from 2nd and 3rd tier PC vendors (a trend we expect to continue and potentially even accelerate) - share gains from leading indirect PC vendors in larger corporate accounts. We believe that growth from this segment will slow While Revenue Growth May Decelarate, Earnings Momentum Continues... Dell's server business (which comprise 8% of total sales) is growing at triple-digit levels.... We estimate Dell's margins om its server business are approx. 30-35%, well in excess of the corporate average of 22.2% Workstation sales have further potential to drive favorable margin shifts. And while this business is still ramping, we expect work station growth will also likely be strong. Growth in this higher-margin business will also fuel margin expansion oppurtunities. We believe that longer-term, Dell's enterprise (workstation and server) product mix has the potential to more closely resemble compaq's mix of 30%.... we also note that Dell is not exposed to the negative ASP/margin trens resulting from consumer strength (particulary the strength of sub $1000 systems) Investment Recommendation We maintain that Dell is competitively positioned to continue to enjoy strong top line (+40%) growth and further earnings growth acceleration beyond our modeled numbers. We would view any weakness in the stock resulting from concerns surrounding top-line growth as a buying oppurtunity. We continue to view Dell as a core PC holding with a compelling busines model Dell remains our favorite PC stock Paul