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

To: SecularBull who wrote (45704)	6/1/1998 11:59:00 AM
From: Clayton	Respond to of 176387

LOD, Re: Merced delay In my opinion, it might even be advantageous to Dell because it will give them some more time to try catch up with HWP, IBM and CPQ in the Intel-Server arena. They are just testing the 4-way PII servers now where as HWP/CPQ have working 8-way servers already(HWP for sure). Regards, Clayton

To: SecularBull who wrote (45704)	6/1/1998 12:37:00 PM
From: Jim Patterson	Respond to of 176387

RE: DELL will do fine regardless of Merced. I have never counted on it, personally. That is nice. The question you should be asking is: How many wall street analysts have Merced's high margins machines in their 1999 and 2000 estimates for DELL. And if the answer to that question is greater than 0, how many MO MO Money runners will see the removal of those Merced $ from DELL's earnings projections as a reason to take profits in the stock at this point. After missing the whisper number and what could be construed as a few negative pices of information, why should a big fund risk the postitial price decline of an already overvlaued stock. Jim

To: SecularBull who wrote (45704)	6/1/1998 1:04:00 PM
From: stock bull	Read Replies (2) \| Respond to of 176387

LongonDell, we should not lose sight that Merced is intended for the Server and Workstation computers. It's not going to enter the home/office pc market for many years. This chip is estimated to sell for $1.500. So, I guess the pc manufactures will continue to ship Pentium chips till the Merced is available. (They could use the Dec's Alpha chip....but, I don't see this happening.) I think the continuing sell-off in Dell is related to their missing the whisper number. Analysts are concerned, so we have a sell-off. Of course, the Intel announcement is dragging down the tech sector...including Dell. Stock Bull