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: Jim Patterson who wrote (26708)	1/1/1998 11:08:00 PM
From: hpeace	Respond to of 176387

JIm, cpq and dell don't sell much in the countries that are effected. remember India and China aren't crashing...they will make up any slack that Japan and Korea doesn't buy and this doesn't include Europe is acceleraing out of depression of purchases now. Please compute the number of pc's we are talking about. then you will see how china, india Australia, Europe will make up the lost units 3 to 1. No comment of dell stk pirce....and where it is going we don't know now. but, the far east exchange rates has them and cpq doing backflips. YOU ABSOLUTELY DON'T KNOW THIS INDUSTRY. THESE EXCAHNGE RATES HAVE DOWN THIS BEFORE AND IT CASUED DELL AND CPQ TO HAVE MASSIVES AMTS. OF PROFIT. PLEASE RESEARCH HISTROY. PLEASE GO CHECK THE RATES AND FIND OUT WHAT HAPPNED EARLIER THIS YR. Intc is cutting becuase cyrx and AMD is selling every chip they make. MIS is redcuing telecom and that is paying for a bunch of capital. plus CEO's are giving MIS all the money they can effectively spend wisely since they understand that logistics, engineering and Info technology is what separates most corps. Companies can only digest software at a particular rate. software means trouble if you don't implement it right. pc's on the other hand can be purchased and deployed very easily with several dif strategies. it's the easiest thing to do and it continues with few bottlenecks. The BTO programs of IBM, cpq, and HP have strted taking away some sales form Dell. I started talking about this long before you knew dell and cpq where around. you were in bank stks. Servers sales are becoming a larger and larger proportion of dell sells... read the forbes article and you will get eye opener on cpq and servers It refutes everything you are saying about servers. Don't know about dell's notebooks but cpq is displacing toshiba.. In fact IDC says they already have. I rarely let statistics fool me... that's why I look at the big picture and the whole numbers. if your earnings mo. is valid. then explain why dell's fareast sales are growing like 50% or some unreal number. When people use percentages I always step back. Look up what dell's fareast sales are growing at..

To: Jim Patterson who wrote (26708)	1/2/1998 4:37:00 PM
From: jbn3	Respond to of 176387

re earnings 'deceleration', you posted: Y/Y Q/Q .12 .29 141% .39 34% .51 30% .54 157% 5% .59 103% 9% .69A 77% 17% .75E 47% 8% .77 43% 2% .80 36% 1% .89 29% 12% .99 32% 11% That is what is called slowing earnings momentum. The data in bold print is the analysts' projected earnings data. Please look back through the data for the past two years, compare the analysts' quarterly earnings estimates for DELL with the actual earnings, and report back... Point I am trying to make is that analysts' earnings projections tend to strongly underestimate DELL's actual earnings. If the estimates continue to come in low-ball (and I admit they may not), then your earnings slowdown scenario is fatally weakened. 3