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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Elroy Jetson who wrote (17585)	5/19/1998 6:31:00 PM
From: Mr. Aloha	Respond to of 25960

I looked at DELL's report and it's impressive considering what the other companies are going through. The company is managed very well! As for the expectations etc... I personally think DELL will hit a wall like Cymer.. someday. The problem with momentum stocks is you need to keep beating every crazy number being thrown at you. I personally don't know how DELL will keep up the momentum when the other BIG players are scambling around to keep or gain market share. The lower PC prices are killing everyone but the customer. DELL has managed so well because their margins are low and their customers buy big items (companies or loaded PCs). The time will come when a 266Mhz+ PC is fast enough to run Microsoft Word etc.. The only thing that can keep this incredible growth up will be items like speech recognition, games or other similiar tools/toys. When will this happen??? I think DELL still looks strong, but I wouldn't buy it. If bad news were to hit, it's trading pretty high, just like Cymer at $50. Aloha

To: Elroy Jetson who wrote (17585)	5/19/1998 6:32:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 25960

Dell missing their whisper numbers today isn't really keen short term. newsalert.com I don't know how their numbers could be any more impressive. <<< Dell Outperforms Wall Street Estimates Newsbytes - May 19, 1998 17:48 ROUND ROCK, TEXAS, U.S.A., 1998 MAY 19 (NB) -- By Patrick McKenna, Newsbytes. Dell Computer [NASDAQ:DELL] continues to set financial records with third quarter revenues up 52 percent and earnings up 63 percent for the company's recently ended first fiscal quarter. Growth occurred in personal computers for consumers and businesses, servers and notebooks with the latter sufficiently strong to replace IBM as the number three notebook supplier in the US. First Call's consensus predicted Dell would deliver earnings of $0.42 per share, but the direct sales computer manufacturer outperformed the experts when it recorded earnings of $0.44 per share. First quarter net revenues were $3.9 billion compared to $2.58 billion in the same quarter last year. Net income for the first quarter was $305 million compared to $198 million for the same quarter in 1997. Dell claims the new numbers ranks the company number one in profits, number 2 in revenues and number three in units sold worldwide. Regionally, Dell's revenues were up in the three major sales areas, US, Europe and Asia Pacific, including Japan.* $2.6 billion of the company's quarter revenues were US-based, an increase of 50 percent. European revenues were up 62 percent with $1 billion in sales and the combined Asia Pacific region accounted for profits of $269 million, a quarterly increase of 35 percent. From the enterprise side, Dell said the company's PowerEdge network server and Dell Precision workstation product lines were up177 percent from the same quarter a year ago. Reported by Newsbytes News Network: newsbytes.com . >>>>