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


To: BUYandHOLD who wrote (44666)5/26/1998 7:43:00 AM
From: Nilesh Parikh  Read Replies (2) | Respond to of 176387
 
Dell will trade between mid-70s to mid-80s until July and back to
100s before the next quarter's earnings. Perhaps, the whisper
number won't be that high, though Dell is already suggesting
and in a stong position to beat the First Call estimates by 10%
this quarter.

Dell & CPQ are going to be the long-term survivors in the
PC markets, Dell of course will capture more market share
worldwide faster and keep the profit margins much higher
than CPQ or anyone else in its class.

-Nilesh.