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

To: jim kelley who wrote (41896)	5/13/1998 8:23:00 PM
From: Islander	Respond to of 176387

HP problems summed up in the following story. "We did. It didn't. He owes us." Now that I think about it, I don't know anyone who owns an HP computer....hmmmm..... pathfinder.com

To: jim kelley who wrote (41896)	5/13/1998 8:27:00 PM
From: stock bull	Read Replies (2) \| Respond to of 176387

Jim, Dell was down 1/4 in after hours trading. I suspect this may be related to the HP announcement. I sure would think that Dell would have preannounced if they were going to miss their estimate for the quarter. Michael Dell has been very optimistic about the company's growth and performance...and I sure have to believe that performance includes their financial performance. First Call has the quarter at 42 cents. What concerns me the most at this time is the overall market's lack of technical strength and the current problems in Asia and India. What a mess!!! Sure hope the US market continues to be a safe haven for Asian investors. Need to get the long bond down in yield and make the stock market more attractive. My concern is that if the US Market tanks because of the Asian and India problems, I believe that Dell will be hard hit...the profits are so great, that investors will take the money and run for the exits. What's your take on Dell meeting the 42 cents? Stock Bull PS: Recent Dell investor...however, own a Dell computer for past 1 1/2 years. A great computer, and technical support organization. (Although not perfect, head and shoulders above the competition.)

To: jim kelley who wrote (41896)	5/14/1998 11:33:00 AM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

RE: HWP is complaining about margins and pricing pressures in the PC business. Thus it appears that they paid a big price for their awe inspiring PC market growth rate this quarter. It is clear that their business model just does not compete that well against DELL. HWP is not complaining. HWP is announcing. HWP grew it's PC units faster than anyone @ 70%. HWP cited 40% price declines. HWP's Consumer PC were profitable. HWP's desktop business was the worst off. We will see how well DELL is doing in this severe pricing market. I am sure DELL has seen no pricing preasure. Jim