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


To: Patrick E.McDaniel who wrote (28958)1/30/1998 5:37:00 PM
From: Venkie  Read Replies (1) | Respond to of 176387
 
It looks bad for Hank but just like Church's chicken...
You gotta luv it.

I dont think the bulls are too worried about Sudam are anything else as for as Dell is concerned.



To: Patrick E.McDaniel who wrote (28958)1/30/1998 9:51:00 PM
From: Gabriel008  Read Replies (2) | Respond to of 176387
 
Patrick, IDC reports 1405k units for DELL in Q4 - 16% sequential growth. Since Dataquest reported 1381k units or 14% sequential growth DELL will probably report somewhere between these numbers. We can probably say for certainty that Q4 eps will be a minimum of 83›.

Given that the whisper number hasn't been an issue this Q the market may very well expect 75› - 76›. The recent run-up is, in my opinion, due to speculation that DELL will split.

I believe we'll see $105 before DELL reports & $120 by the end of February.



To: Patrick E.McDaniel who wrote (28958)2/1/1998 2:09:00 AM
From: Sig  Read Replies (1) | Respond to of 176387
 
Pat:
I wonder what our fearless leader in Austin is up to
doing next.........
(From Feb AOPA mag, page 41)
Owners of Austin Executive airpark decide to sell for $10 mil... Real Estate developer who purchased land for Dell near the airport has talked with owners but land was too expensive....Dell owns 520 acres immmediately East of the airport and will decide in the next few months whether to purchase the airport as well. Dell would develope the land.
Now what would Mikie want with 520 acres PLUS an airport?
$2000/sh by year 2000 , maybe???

Sig