Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Patrick E.McDaniel who wrote (43765)	5/20/1998 8:48:00 AM
From: Tweaker	Read Replies (1) \| Respond to of 176387

Have you ever seen so many strangers passin' through?

To: Patrick E.McDaniel who wrote (43765)	5/20/1998 8:49:00 AM
From: vin kirplani	Read Replies (2) \| Respond to of 176387

Hi Patrick, DELL was being manipulated by shorts, to put a "scare" in investors. Obviously now that these shorts have been exposed, I think it's very important to look at fundamentals all over again. Dell beat out HWP, CPQ, and IBM in just about every category. Revenue growth, Gross profit margins,Earnings growth, Asian Market, and a host of others. DELL has shown another fine performance. Cramer on CNBC mentioned that he bought early in the morning at 93, and found this Instinet game for nasdaq stocks to be somewhat fraudulation. GO DELL!

To: Patrick E.McDaniel who wrote (43765)	5/20/1998 8:51:00 AM
From: Keith Howells	Respond to of 176387

From Briefing.Com this AM DELL COMPUTER CORP. (DELL) 94 19/32 CLOSED. Sometimes, being too successful can be detrimental to your stock price. Or at least this seems to be the case after this direct marketer of PCs and servers posted better-than-expected fiscal Q1 results last night. While earnings for the period of $0.44 a share were two cents above the First Call estimate, the stock traded lower in after hours trading. Everyone had an explanation for this dip in price, from lower than expected margins, or less outstanding shares, to a lower positive surprise than in prior quarters. In any event, it seems that some investors are looking for any way possible to punish this PC maker for being successful at a time when everyone else is having their share of problems. While some investors pointed to the high valuation that this stock currently trades at, it seems to us that these lofty valuations existed prior to the latest numbers being released. The latest earnings results validate why this stock is awarded such a high valuation. All this means that if the stock does open lower this morning, it could present a good buying opportunity because this downward trend is not likely to last for long. Last night's report was very strong across all areas, with revenues, gross margins, and operating income all showing very nice increases. Dell was even successful in the Asia Pacific region with revenues rising by 35% to $269 million, while revenues in the overall computer market in the region fell by 7%. Revenues rose 5% sequentially to $3.92 billion and 52% from a year-ago. Gross margins as a percentage of sales were 22.3%, up from 22% in the previous quarter, and 21.6% in the year-ago period. While we could nitpick and raise doubts over the soundness of the numbers because the effective tax rate fell, or there were less shares outstanding in the earnings computation, the big picture shows that Dell remains well ahead of its competitors, basically not allowing its inventory from ever sitting on the shelves for more than eight days. Dell has refined its business model to deal with current global economic conditions and it is currently executing at the top of its game. Any perfectionist would be proud of what Dell is doing.