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

To: jim kelley who wrote (27298)	1/10/1998 11:58:00 AM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

You are blaming Rubin for the currency trouble in indonesia. Fact: Rubin is very in favor of a strong US currency. He has been ever since he got in office. Fact: US Dollar strenth/stabality (read low inflation moderate growth) contributed to all of the currency problems going on now. Question: Will Rubin let Greenspan lower intrestrates (read weaken the Dollar) to save the global economey ? I do not know the answer to this one. As for IMF policies, Fact: the IMF is quickly running out of money. As for my target for the US market, I think it is very posible we could see a 1929-1935 type of decline. Yes DELL would be affected by this decline. One of the main reasons I think it is posible is that there are many like yourself that think I am looney to even be thinking this. (read, they think it is imposible for the market to have a protracted decline because things are different now) Nothing Changes but the Date and the Weather. Markets often do what few expect. Jim

To: jim kelley who wrote (27298)	1/17/1998 2:46:00 PM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

Jim K, CPQ reports Jan 21 and it should give us a clue as to what's shaking in the pc, server & workstation market segments. CPQ's $50 billion revenue strategy never did discuss earnings & it's my opinion that they're going after this revenue number at the expense of earnings. Certainly, they expect that the momentum from their swift journey to $50B [i.e., critical mass & market share growth] will help maintain profit margins. I'm not a believer in this shotgun approach to business. I do believe, however, that in this quarter CPQ will come in with earnings on the higher side of mean estimates. This will be due to much higher European pc sales growth & lower than expected [read budgeted] component costs from Asia. The workstation & server market may also contribute to better than expected earnings.The only thing that BTO & the sub $1000 category will contribute is hype and little else. DELL, on the other hand, with their very surgically efficient business strategy will also do better than expected this quarter. They also will benefit from higher European pc sales & lower component pricing from Asia. Workstation & server business will do very well. DELL's recent 15% price reductions may be a signal that they have achieved Q4 earnings targets and can now concentrate on growing their market share & maintaining their status as price leaders - at the same time maintaining their intense pressure on the competition. I'm looking for earnings in the 80› to 83› range.