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

To: kemble s. matter who wrote (27923)	1/19/1998 5:10:00 PM
From: t36	Read Replies (1) \| Respond to of 176388

hi kemble, these opinions are not from any documented reading material..i read everything i can get my hands on and watch cnbc and money line. from all these sources i am very confident in being long on dell..there is no way dell will dissappoint with their earnings, michael dell is brilliant and people are starting to realize what we have known for a long time..dell rules!!! is that too emotional..sorry, but it is fun to have this stock... sue

To: kemble s. matter who wrote (27923)	1/19/1998 5:25:00 PM
From: Sig	Read Replies (1) \| Respond to of 176388

Kemble: I take a simpified approach to Dell earnings estimates,The official estimate this qtr is $.76, which Dell almost always beats. The surprise (which they try to beat) was 6 % last qtr, ( on the low side of "usual"). And they came very close to the whisper no. which was not clearly defined. The difficulty in estimating earnings arises from our lack of data on company expenditures, the lease or purchase of the new 570 acre factory site, the payments for the 5 new office buildings (327,000 sq.ft.) which are supposed to be completed early or mid 1998, and especially the furnishing and manning of those buildings.( Do they all get Dell computers(GGGGG) Expenditures for the quarter depend upon whether they buy or lease the land, buy or lease the furniture, pay up front on a contract, expand the new advertising budget. There is no way I could get those figures so have to leave it up to Mikie's desire to show steady progress and have good earnings reports. My earnings guess would be about $0.82, which in conjunction with outstanding growth should be enough to keep the stock moving up. And I hope there are 2000 more posts between now and Feb so people forget I said this) Sig