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

To: HammerHead who wrote (32391)	3/5/1998 12:20:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

Here is some analysts comments in reference to SGS and Intel. The section regarding AMD and Cyrix are important factors: dljdirect.com AMD's revenue problems have much to do with the inability to meet current demand as promised; their inability to ramp-up production fast enough

To: HammerHead who wrote (32391)	3/5/1998 12:23:00 PM
From: MichaelW	Read Replies (1) \| Respond to of 176387

Will the momentum come back this afternoon? The $140 question.

To: HammerHead who wrote (32391)	3/5/1998 12:47:00 PM
From: Surfer	Read Replies (3) \| Respond to of 176387

Hi All: 10 minutes back, 12:30 PM EST, 3/5/98, CNN-FN TV reported that DELL does not see any slow down, etc. Did any one catch that? No news on Yahoo. Did anyone talk to Investor Relations at DELL to verify it? Thanks,

To: HammerHead who wrote (32391)	3/5/1998 1:52:00 PM
From: David E. Taylor	Respond to of 176387

Dell downgraded to "accumulate" by SW securities: RESEARCH ALERT - Dell (NASDAQ:DELL) cut to accumulate Thursday, March 05, 1998 at 13:38 NEW YORK, March 5 - Southwest Securities said it lowered its rating on Dell Computer Corp to accumulate from buy. -- Dell was near Southwest's $140 price target. -- Intel Corp's (NASDAQ:INTC) earnings warning, coupled with escalating concerns about competitive pricing pressure in the personal computer market, pose significant downside risk at Dell's current price level. -- Southwest still sees Dell gaining market share in 1998. -- The 1999 earnings estimates and target price were left unchanged. -- Dell was off 5-1/8 at 133-3/4 in afternoon trading. David T.