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

To: D. Swiss who wrote (36604)4/3/1998 6:52:00 PM
From: Perry Ganz  Read Replies (2) | Respond to of 176387
 
To the Thread
Banc America Robertson Stevens lowers Dell estimates.
1999 $1.78- $1.65
2000 $2.25-$2.08
full article on CBS Marketwatch
If this drops the price a couple of $ will be buying
Go DELL
Perry



To: D. Swiss who wrote (36604)4/3/1998 7:23:00 PM
From: Mark Sanders  Read Replies (3) | Respond to of 176387
 
D. Swiss,

Steady growth is there, no doubt. However, it is only a matter
of months before CPQ and others will perfect DELLs make-to-order
method, driving margins down. Therefore, 50% growth/year will
be impossible. As far as analysts jumping on the bandwagon,
they'll up their ratings on these stocks will dumping shares
behind the scenes. It's a scary market right now...I would think
twice before buying DELL when it is trading in the 50s.

Mark


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