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

To: jbn3 who wrote (57138)	8/8/1998 2:18:00 AM
From: Marc Overmars	Read Replies (2) \| Respond to of 176387

2-1 or 3-1 split? JBN3 and yall- I agree that a post earnings split announcement is highly likely. Is there a chance of the split being 3-1? The vote of course in the last report had shares to increase 3fold, but historically 2-1 splits are a better sign, and there's been nothing negative on Dell in the near past (or ever for that matter:)A 2-1 split thus would make sense. Could there be any current reason to go 3-1, and why? cheers, Marc

To: jbn3 who wrote (57138)	8/8/1998 11:51:00 AM
From: VICTORIA GATE, MD	Read Replies (2) \| Respond to of 176387

jbn3 re<On the other hand, in light of all documented (IDC and Dataquest data) and all of the hearsay evidence, I think that DELL is going to announce very good earnings. re<Just put"some of " your money on DELL -- equities, leaps or calls -- and spin the wheel. > REM : ========================= To: HDC (52476 ) From: VICTORIA GATE, MD Sunday, Jul 19 1998 11:35PM ET Reply # of 57151 HDC Tom Meredith, the company'schief executive officer would not discuss analysts' estimates that Dell will earn 46 cents a share in the second quarter, but said it was historically the most difficult quarter because there's no season or region that drives extraordinary performance." ( only 2 weeks left for q2 ) q1 .44 =========================== To: LONGonDELL (52448 ) From: VICTORIA GATE, MD Sunday, Jul 19 1998 10:11PM ET Reply # of 57151 LONGonDELL re<I wouldn't be surprised to see it take a breather.> Dell Could Face Tough Time Sustaining Strong Earnings Growth New York, July 19 (Bloomberg) -- Dell Computer Corp. might have a tough time sustaining its profit margins and earnings growth as other computer powerhouses, such as International Business Machines Corp. and Compaq Computer Corp., turn up the competition with plans to copy Dell's winning formula of direct computer sales, the New York Times reported in its ''Market Watch'' column. What's more, computer networks designer Vanstar Corp., which shares the same customer base as Dell, warned last week that its first-quarter earnings would be hurt by price declines for computer products. Vanstar's average sale prices for May and June were 21 percent lower than the year-earlier period and that doesn't bode well for Dell, whose sales growth fell 22 percent during the past four quarters, the paper said. Shares of the Round Rock, Texas-based computer maker rose 3 1/8 to 116 7/8 Friday, though, amid optimism that demand for Microsoft Corp.'s Windows 98 software will spur more personal- computer sales. (NYT 7/19 3-1 www.nytimes.com) ========================== let read everything ===> spin the wheel. vg

To: jbn3 who wrote (57138)	8/8/1998 3:50:00 PM
From: Chuzzlewit	Respond to of 176387

Bachman, thanks for an interesting analysis. I suspect that the main cause of market choppiness now and in the immediate future is the uncertainty surrounding the Clinton administration as a result of the Lewinsky affair. My guess is that many foreign investors will continue to sell US securities for fear of an unstable US government until things get sorted out. The consequences may be quite bizarre. Remember the pounding Dell took during the October minicrash in spite of the fact that Dell had no significant Asian exposure? The US has been viewed as a bastion of stability, but the continued assault on Clinton based on trivialities is taking its toll in the form of international uncertainties. The US economy has performed admirably during Clinton's tenure as president, and there is palpable fear (unwarranted in my opinion) that this may change should Clinton me forced from office (equally unlikely). So my guess is that the market continues to move sideways for a few more months pending some resolution of the US political turmoil. Thank you very much Ken Starr. TTFN, CTC