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

To: Meathead who wrote (25123)	12/14/1997 9:25:00 PM
From: JPR	Respond to of 176387

o: +jim kelley (25119 ) From: +Meathead Sunday, Dec 14 1997 9:15PM EST Reply # of 25125 Here are the unit numbers. 1997 1998 1999 2000 2001 Desktop 63,583 72,888 81,856 91,447 101,414 Portables 14,783 17,288 20,357 23,234 26,129 PC Server 1,763 2,182 2,637 3,042 3,437 Total 80,129 92,358 104,850 117,724 130,981 Meathead; I got dizzy looking at these numbers. I just touched it up. And you are the author of this post. Paul

To: Meathead who wrote (25123)	12/14/1997 10:14:00 PM
From: Meathead	Respond to of 176387

I have to post this historical article. Notice how dire "industry conditions" Dell's lofty valuations result in a stay-a-way from this stock recommendation. At the time of this article, the low $30's appropirate valuation opinion adjusted for splits was ~$4.00/share. Turns out this would have been the time to bet the farm... August 05, 1994, Issue: 594 Section: BUSINESS SECOND QUARTER: Earnings on low end of expectations -- DELL MARKET-SHARE DROP By Kevin McCarthy Dell recently reported second-quarter earnings of 62 cents a share vs. a $2.03 loss a share last year. Results were on the low end of expectations. Revenue increased 13 percent vs. last year. The revenue comparison was negatively impacted by the reduced level of retail sales following the company's decision to exit the retail business last quarter. Without the retail sales comparison, revenue would have increased by 19 percent. Revenue growth lagged that of the major vendors, and Dell lost market share during the quarter. The company has initiated lower pricing programs to help jump-start revenue growth. Gross margins are likely to drop at a faster rate than expected, and we have lowered our earnings estimates for fiscal 1995 and 1996. Our lower earnings estimates for Dell reflect our general concern regarding the apparent deterioration in industry fundamentals. Dell's stock is fairly valued in the low $30 range. The recent rise in Dell's stock reflects a dramatic upswing in the share prices of most technology stocks over the past few weeks. Industry fundamentals appear to be deteriorating, and we would be reluctant to chase PC stocks at these higher valuations. I just love digging up these oldies. MEATHEAD