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

To: Gabriel008 who wrote (27838)	1/17/1998 6:54:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Gabriel, Glad to see you back. There has been a lot of noise on the thread for months. Some of it outrageous and some it fear driven. If DELL is signaling it has made its numbers for the quarter then this should be a good quarter. I am particularly interested in their success in the enterprise market with the servers and workstations. Also, in the consumer market with their Dimension line. My numbers agree with your estimates. I am not sure yet what the margins will be because of the product mix and the Asian issues. Meredith indicated in the CC last quarter that he wanted to translate the component cost savings to lower prices more quickly this quarter. I am expecting to see a test of the old high of 103 in the next few weeks. The basic market situation is quite bullish. The Asian situation seems to be having less of an effect on the market as the potential suprises are now largely gone.