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

To: Patrick E.McDaniel who wrote (42835)	5/18/1998 8:19:00 AM
From: Tumbleweed	Read Replies (1) \| Respond to of 176387

What, no estimate from LT? (eom)

To: Patrick E.McDaniel who wrote (42835)	5/18/1998 9:00:00 AM
From: JPR	Read Replies (1) \| Respond to of 176387

I don't know whether this has been posted: From Briefing.com However, as it has done so often in the past, Dell Computer could give the sector a much needed boost of confidence as early as Monday afternoon... Company due to report earnings on Tuesday... Street looking for a gain of $0.42, but based on DELL's history profit to be closer to $0.45-$0.46... So far, comments from company give investors no reason to assume that forward looking statements won't also be positive... If they live up to recent history, Dell's earnings news will take some of the sting out of the HWP debacle... A real bullish outlook will also go a little ways toward healing the battered chip stocks... . But industry to get a much needed boost this week, as Dell is scheduled to report earnings on Tuesday... Street looking for gain of $0.42, though we would be surprised if DELL didn't handily beat the consensus... Big question is whether good news from Dell will pick up the entire group, or will investors reward DELL while punishing the laggards such as IBM, Compaq and Hewlett-Packard... Lean toward the latter though wouldn't be surprised by the former.. From Right Line Split Report: Dell Computer (DELL) - Friday, Dell was particularly ugly. As a subscriber so aptly put it, "perhaps it was the synergy of FOMC meeting, Friday expiration, Hewlett disaster, and the call by the analyst on INTC, but wow! Is there something going on that is eluding us?" When events converge and take a stock down like that, that's when stops are so valuable. As we all have learned over and over, it matters not what is the truth on a stock; it's the perception. Tuesday night we will find out the truth about Dell. If these kinds of things matter, then DELL is looking good. Its parking lot is full, they are renting new real estate at a brisk pace and they are hiring anybody that isn't dead (just kidding, they are hiring at a stiff pace). If DELL continues to sell off Monday, which is possible, just wait it out. The lower it goes the lower the bar is set for earnings. Remember that a small position works wonders while keeping risk manageable. I suspect that no matter what happens to DELL, it should rise leading into earnings late Tuesday. On Friday, DELL plummeted 5.25 to 90 (convientantly right at its strike price, forcing many trader to take big losses on the day), due to a whirl of program and options related selling. In spite of the major tank job on Friday, DELL was only down 1.75 on the week after hitting a record high of 96.25 on Wednesday. DELL is expected to report earnings this coming Tuesday. The Street will be looking for DELL to report earnings of $0.42 or $0.43 per share for the quarter ending April 30. We have all seen DELL appreciate over 114% year to date, so DELL must really surpass the number in order to soar higher. The highest estimate for DELL is $0.45 per share, and should DELL beat this number and post a strong outlook, look for DELL to continue to rocket. If you decide to hold DELL over earnings, a small position size is key. Remember, your stops won't help you if the stock gaps down in after hours trading should DELL miss the number. DELL is optionable.

To: Patrick E.McDaniel who wrote (42835)	5/18/1998 3:37:00 PM
From: Rosemary	Read Replies (4) \| Respond to of 176387

Pat, Put me down for .44 no split. And I'll be trying to get to Austin in July for the festivities. Has anyone made any plans yet? Like where are you all staying? Where's the nearest club for dancing, you know the real important stuff.

To: Patrick E.McDaniel who wrote (42835)	5/18/1998 4:10:00 PM
From: Jeff Jackson	Respond to of 176387

Pat, I couldn't decide between 0.47 and 0.45, so make it 0.46, NS Jeff

To: Patrick E.McDaniel who wrote (42835)	5/18/1998 7:11:00 PM
From: Patrick E.McDaniel	Read Replies (8) \| Respond to of 176387

DELL EARNINGS ESTIMATES FOR MAY 19th. T Minus 21 hours and counting! Estimates end as of Close of Business Tuesday. Please specify Diluted Earnings!!!!!!!!!!!!!!!!!!!!!!!! LOOK AT YOUR SPLIT DATES!THE SPLIT DATE IS THE DATE THE STOCK WILL SPLIT NOT THE DATE IT IS ANNOUNCED!!!! I'll keep track and post a summary early in the morning and in the evening. You can change your estimate up to COB May 19th. Let me know your new estimate is a change. Post to me to make sure I get your estimate! WHISPER per CNBC .43-.45 ZACKS ESTIMATE IS .41 Earnings/split date/comments/name .70/3f1/$6 earnings in 1999,$95 postsplit/Scott Honker .56/Aug/$124byAug/Sonki .54/Aug//Kemble .53/Nov,2f1/$112@earnings/Craig Lieberman .53/Oct,2f1/Way above exp./PAL .52/Aug/2f1/Scott Cherry .52/Aug/2f1/Kenneth M.Koff,CPCU .51/NS//John Hauser .51//9-11@$138/Andy Richer .504/Aug//Phil .50/Aug//freeus .50/NS//Alfonso A.Madarang .50/Aug/FORCASTUS ROBUSTUS,GAINED MARGINS& SHARE!/Patrick McDaniel .49/NS//Calvin .49/Aug//Mohan .49/Aug//Neville .49/Nov/$105 on the 19th/Andrew Dobson .49/Aug//Judith Thompson .485/NS//Gregory Mullineaux .48/NS//Jim Kelley .48/NS//Ruduee .48/S/With Approval/Drew Swiss .48/Aug//Bob DeNuto .48/Aug//David Gregory .48/Aug/Dell@$150.5 in Oct/Jack T.Pearson .48//Hawk .48/Aug/$140 in Oct/Dave Taylor .48///CKS .475/S/With Approval/John Rosser .47/Aug//Venkie .47/NS/Split Q4/Xplorer .47/Aug//Jimmy Protsenko .47/Nov//Lee .47/Aug//Cricket .47/Nov//Jorge .47/Aug/$128@split/Vin Kirplani .47/Sept/$128 in Sept/Steven J.Scott .467/July/2for1/Jim McMannis .46///Gabriel Dubois .46/Aug//Dell-icious .46/Aug//Sig .46/Aug//Lightpen .46/NS//Jeff Jackson .455/Aug/Positive Comments/Stephen H.Hester .45/Aug//Odeon .45/Sept//Brian J. .45/July/2f1 announced at earnings/Buffalo Bob .44/Jun1/Split auth @annual mtn./David Weis .44/Nov//G.M.Flinn .44/NS//Rosemary .44/NS//Jim Patterson .42/Aug//David Stern ZACKS ESTIMATE IS .41 dailystocks.net .00///Joseph Francis Torti One small step for Dell, one giant leap for Dellheads!