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

To: jbn3 who wrote (43182)	5/19/1998 11:35:00 AM
From: James Young	Read Replies (1) \| Respond to of 176387

All - Does anyone know when Michael Dell will be on CNBC?

To: jbn3 who wrote (43182)	5/19/1998 12:08:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

JBN3, Hi!!! Does anyone have a time for this Cramer and Dell interview...I have to tape it...thanks! Best, Kemble

To: jbn3 who wrote (43182)	5/19/1998 7:47:00 PM
From: Jimmy Protsenko	Respond to of 176387

Hello Bachman, So what are your thoughts? I am pretty happy. I think Dell could easily make a whisper number of $.45. They ended up with 2.7 billion in cash, which is about a billion more than the last quarter, if I'm not mistaken. Assuming Dell uses LEAPS to buy back its shares, at a hypothetical strike price of $50 (I think they are actually paying much less than that), with 1 billion spent on this matter they could make it $.46 this quarter if they wanted to. In this environment however, when everyone, except Gateway, broke even or really disappointed, to beat the estimates by 5% and keep the cash on hands was a wise decission. Anyway, I don't expect any downgrades from analysts tomorrow. By the way, I did buy those GTW calls. It will be interesting to see what happens with that stock over the next few weeks. Regards, J.