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

To: Patrick E.McDaniel who wrote (41832)	5/13/1998 2:49:00 PM
From: Jim McMannis	Respond to of 176387

Patrick, I don't usually guess at earnings but if Zacks has .42, I'll say .467 with a 2:1 split announced in July. Jim

To: Patrick E.McDaniel who wrote (41832)	5/13/1998 3:29:00 PM
From: dougjn	Respond to of 176387

WE may not know the "whisper" numbers for Dell, but I guarantee you, large institutional fund and other traders will. Why? Simple. They will call up the analaysts at the large sell side investment banks where they do a lot of trading and ask them to give them, unoffically, the analysts best personal guess as to how Dell will actually come in. Cause they are such a good client. Just a personal guess. Just a whisper number. Doug

To: Patrick E.McDaniel who wrote (41832)	5/13/1998 4:18:00 PM
From: Chaz	Read Replies (2) \| Respond to of 176387

Hey Patrick A couple of comments. As you may remember, I have been around this thread for the last year and half. I however choose to read more than respond. I already have a 10 bagger with DELL (Initial and largest investment made August of 1996) where my initial price paid on DELL, split adjusted equals approx. $9.25. I have never sold 1 share since I first purchased, and I have continued to purchase for the last 2 years. My Father, Mother, Mother In-Law (Thought if I made her some money, she'd get off my back :-)), Wife and Sister have all invested and been real happy. However, for the first time ever, I feel that DELL may have gotten ahead of itself. Even though I believe that this stock will be higher by Feb-March of 1999, I really believe it has gotten to levels that, for the short term it can't sustain. I also believe that without this tremendous rise in the last month or so, earnings in the $0.44 to $0.48 range would have been huge. However, because of the latest climb, anything below $0.50 will not be considered enough in my opinion and the stock may not react favorably. I hope I'm wrong because I'm still not selling, but I normally have a good feeling about stocks and this is the first time I haven't been 100% sure on DELL. Good Investing to all. Chaz PS My earnings estimate is $0.46 with a 2 for 1 split announcement to be ratified at the next annual meeting.