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

To: Dell-icious who wrote (36549)	4/3/1998 2:47:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

IMO..... This sector is not likely to move until we get the quarterly reports from CPQ and GTW. I believe these are due out April 15 and April 22. HWP , IBM and NEC-Packard Bell are also relevant. GTW is closest to DELL in terms of their business model so if they turn in a gangbusters report then DELL can be expected to do even better. Even though GTW is closest it does not have the same target market or business model as DELL. So while it is indicative, it does not actually predict DELL EPS. I expect DELL to move sideways for several weeks and to then move up in May in anticipation of strong growth and earnings. Hope this helps...

To: Dell-icious who wrote (36549)	4/3/1998 2:50:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

Dell-icious: Not to worry if you are long on Dell, money is going to stocks with hot news, nbty splits, lu split, wla will split, new drugs out hot web stocks like mdsp. There is no real no excitement in Dell news today, just wait a bit and Dell will soon blow right by some of those when earnings come out. Sig

To: Dell-icious who wrote (36549)	4/4/1998 1:26:00 AM
From: Paul van Wijk	Respond to of 176387

Dell-icious, >> Why is DELL not going up when the whole market is up, over the >> past few days? The last few quarters Dell is trading around a P/E of 50. IMO there were no fundamental changes in Dell's business lately to expect that number to change significantly (upside or downside). So, if the overall-market stays in shape, until next earnings Dell will likely trade between 60 & 70. If you want to bet on the down-side be sure to close your position 3 weeks before earnings-release. An even better idea is to just look for another short-candidate. Paul