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

To: Patrick E.McDaniel who wrote (22616)	11/23/1997 8:14:00 PM
From: ct	Read Replies (1) \| Respond to of 176387

It's these type of numbers that get expectations so high. When the stock cannot meet these expectations, then it falls big time. Last quarter, it beat the number by 4 cents, I believe, which was great but did not get near some of the numbers mentioned and DELL fell the next day. I wish you didn't have such high expectations. It would be great for DELL to meet them but it kills DELL when it doesn't.

To: Patrick E.McDaniel who wrote (22616)	11/24/1997 10:57:00 AM
From: David Weis	Respond to of 176387

Pat ---- I think you missed my forecast for a 2/1 split when we are trading in the 90-100 range. That's probably going to happen next week because of our Thanksgiving holiday. Anyway, my earnings estimate was $0.69 per share. Actually, I had several numbers, but my Dad turned 69 in August, so I'll go with that number again. David

To: Patrick E.McDaniel who wrote (22616)	11/24/1997 4:15:00 PM
From: Tulvio Durand	Respond to of 176387

Pat, I really liked the way you made a bell curve out of the data. <G> Based on the curve I get 0.73. <GGG> Tulvio

To: Patrick E.McDaniel who wrote (22616)	11/24/1997 4:29:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Congrats to Paul V.W., Richard T., George, Lightpen, Bob Lindinger. You guys were right on. Other highlights.. Net margins increased to 7.8% Gross margins increased to 22.5% OPEX held steady Asia Pac sales are only 6% of revenue Still perusing the report. Looks very healthy with continuation of positive trends. MEATHEAD

To: Patrick E.McDaniel who wrote (22616)	11/24/1997 5:16:00 PM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

DELL EARNINGS ESTIMATE SUMMARY. Paul M. .89 Patrick .85 Charles B. .81 John Krom .79 Venkie,Richard S., Brian L. .78 Kemble, Jim Kelley,J.Hamilton .77 Gabriel, Kenneth Sanders .76 Mohan, 3, Kingbullbear .75 Craig, Jimmy P.,T.R., Judith .74 Brian B., Sig, Paul L., Rosemary, Ted Jackson .73 Eric S., Odeon, Glen F., Joseph, .72 Markus, Mark F., INTCfan .71 Meathead, Jimbo, Douglas .70 Paul V.W., Richard T., George, Lightpen, Bob Lindinger, David W. .69 Drew .68-.72 (pick a number) Gregory M., John H. .68 Cowboy Brett .67 WHISPER .66-.68 <-------------------------------------- ZACK'S .65 Charlie .64 Supersonics .63 McNabb .58 SPLIT FORCAST SUMMARY 2/1........................... Venkie Eric S. Richard S. Mohan Paul M. Patrick Sig Kemble Jimmy P. 3(Name) Charles B. Jim Kelley TR J.Hamilton Douglas Rosemary INTCfan Drew Lightpen Bob Lindinger Kenneth Sanders 5/2........................... Gabriel No Split...................... Meathead Paul L. Odeon Glen F. Richard T. Gregory M. Mark F. Joseph George Charlie Judith Jimbo Kingbullbear Supersonics Ted Jackson Cricket Brian L. Cowboy Brett John Krom 1/2 Split........................... McNabb Thanks Everyone, Pat