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

To: Mr. Aloha who wrote (43550)	5/19/1998 7:12:00 PM
From: Paul Reuben	Respond to of 176387

Quarter Revenue Growth (2)98.....$3920......5% <the 3rd Q will be HUGE for DELL! With it's high multiple it had better show higher growth.> Not to quibble, but Dell just announced Q1 99, didn't they?

To: Mr. Aloha who wrote (43550)	5/19/1998 7:13:00 PM
From: Gary Wisdom	Read Replies (1) \| Respond to of 176387

Mr. Aloha, every single year, this quarter shows the lowest sequential growth. Doesn't take a rocket scientist to know that 1st quarter is the weakest for every tech stock. This was a fantastic report. I'll be buying if it goes under $90 during amateur hour tomorrow.

To: Mr. Aloha who wrote (43550)	5/19/1998 7:14:00 PM
From: D.J.Smyth	Read Replies (3) \| Respond to of 176387

Aloah, <<they were looking at Revenue Growth and trying to see if DELL is maturing "slowing".>> Dell's revenue growth from the 4th quarter to the 1st quarter has always been in the 3% to 5% range. This quarter shows nothing less. Actually, it's in the high range for this sequential growth. They're expecting revenue from servers to add significantly to the bottom line going forward.

To: Mr. Aloha who wrote (43550)	5/19/1998 7:18:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 176387

The way I see it... --Shorts got caught by another great DELL quarter and they tried to offer it down a few points to instill fear and uncertainty. (Didn't work on me). --There weren't any aggressive bidders after hours because it takes time to digest the earnings release and CC info. No reason to jump in with both feet and start bidding DELL up afterhours until you have had plenty of time to scour the report for any skeletons. The bidding will commence tomorrow morning. --There was some natural profit-taking. Big deal. After traders have had a night to think about it they will realize that there was nothing wrong with this report and the upgrades will come right along with the bidders. Believe me they will come out of the woodwork. There is plenty of cash that needs to be put to work and some of it is shying away from MSFT and INTC. DELL has no bad news in sight and the stock will look better for it. Simply put, DELL goes higher...