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

To: Perry Ganz who wrote (36606)	4/3/1998 7:26:00 PM
From: Mark Sanders	Read Replies (1) \| Respond to of 176387

Perry, DELL will head south soon, giving you your "buying opportunity". However, realize that DELL will not keep this type of growth in the coming years. Combined with the potential for a major market correction around the corner, I'd stay away from stocks with PEs above 50 and future growth below 50%. Mark

To: Perry Ganz who wrote (36606)	4/3/1998 7:35:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

ref:BA/Robertson Stephens Perry: Here is the news clip from CBS Marketwatch. In my opinion a reasonable estimate is always better than some out-of-this-world estimate,reminds me of what the analysts did to tech stocks last year with their crazy estimates. As for Nile's comment about Compaq's aggressive price cut is going to hurt DELL,I like to say if anybody is going to get hurt here it will be COMPAQ and not DELL as they can cut prices to meet any challenges from CPQ without loosing money.I thought by now everybody would know that,oh well i guess not.<gg> ------------------------------------------------------------------ Source: CBS MarketWatch- For private use only. NEW YORK (CBS.MW) --ÿTechnology issues were mixed Friday asÿ communications-related stocks strengthened and PC hardware-relatedÿ issues waned. Computer stocks may weaken further Monday after ÿ BancAmerica Robertson Stephens lowered its earnings estimate for Dell Computer. Analyst Dan Niles cut his fiscal 1999 earnings estimate to $1.65 a share from $1.78 and his fiscal 2000 estimate to $2.08 from $2.25. Niles expects aggressive pricing by Compaq to put pressure on Dell, previously considered the last bastion of stability in the PC industry............. PS: BTW,I believe a lot of analysts have lowered their estimates on almost all tech stocks since the Asian flu hit the market,so they are not the first one to do so and I don't think it would have a precipitous effect on the stock or on the sector in general.