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To: Patrick E.McDaniel who wrote (57771)8/12/1998 8:28:00 AM
From: Moominoid  Read Replies (2) | Respond to of 176387
 
So will anyone bid lower than me? I was lowest last time and not that far off. Oh I forgot this isn't the bear thread.

David



To: Patrick E.McDaniel who wrote (57771)8/12/1998 8:33:00 AM
From: Dennis Kern  Read Replies (1) | Respond to of 176387
 
To all:
Wouldn't Dell have already made the decision to announce(or not) a split at earnings? Alot of people seem to think the market, in the next couple of days, would determine that. For the record (.48 ns).



To: Patrick E.McDaniel who wrote (57771)8/12/1998 9:16:00 AM
From: Gary Ricks  Respond to of 176387
 
.46/NS/Healthy forecast Q3 + Q4



To: Patrick E.McDaniel who wrote (57771)8/12/1998 9:44:00 AM
From: David Weis  Respond to of 176387
 
PATRICK!!!!!

I don't remember giving you my estimate yet.......

.53/no split --- market conditions/MORE GROWTH/David Weis




To: Patrick E.McDaniel who wrote (57771)8/12/1998 10:13:00 AM
From: Boplicity  Respond to of 176387
 
Hello pat 47.314159265359 No split.

How's that for pi in your face.

Greg



To: Patrick E.McDaniel who wrote (57771)8/12/1998 11:32:00 AM
From: tsyl  Respond to of 176387
 
.51/2fer/blowout forward comments



To: Patrick E.McDaniel who wrote (57771)8/12/1998 12:09:00 PM
From: G.M. Flinn  Respond to of 176387
 
Patrick, $.48, no split, very positive outlook.

Glenn



To: Patrick E.McDaniel who wrote (57771)8/12/1998 12:16:00 PM
From: yard_man  Read Replies (2) | Respond to of 176387
 
Looks like an awful lot of confidence in the earnings, how 'bout doing the same thing for revenues?

Percentage increase from last quarter?

I'll say less than 3.8% increase over last quarter.

.49/no split/cautionary statements/Tippet



To: Patrick E.McDaniel who wrote (57771)8/12/1998 7:08:00 PM
From: Patrick E.McDaniel  Read Replies (3) | Respond to of 176387
 
IT IS TIME FOR DELL EARNINGS ESTIMATES FOR Q2 AUGUST 18th.

I will update this list each morning and evening every day leading up to August 18th.

Give me the diluted earnings, whether Dell will announce a split and comments.

Example: .46/2-1/Robust forcast/Sylvester

I will add your estimate or make changes up to the close of business on August 18th.

LET THE GAMES BEGIN! :o)
.53/2-1/Split Q3/DoggieDude
.53/NS-market conditions/More growth/David Weis
.52/2-1/Robust 3rd&4th/Patrick McDaniel
.52/2-1//Kemble
.52/2-1//Powershed
.51/2-1//Mohan
.51/2-1//Venkie
.51/2-1//Lee
.51/2-1//VIP
.51/2-1/Robust forcast/jhg in kc
.51/2-1/Positive forward statements/Annie O.
.51/2-1/GR-R-R-Reat!/Nikita
.51//Europe up,Asia no impact, U.S.Gains share/James D.Brady
.51/2-1/very + conference call, bright 2nd half/Steve Scott
.51/2-1/Blowout forward/tsyl
.50/2-1/Robust/John Rosser
.50/2-1//Sig
.50/2-1/No sign of slowdown/Calvin
.50/2-1/Very robust,esp.enterprise,$6mil perday Inet/Long on Dell
.50/2-1/Robust 2nd half,$150 by end of year/Neville H.J.Gorman
.50/2-1//Dell-icious
.50/2-1/Robust 3rd &4th/Kevin H.
.49/2-1/Great 3rd&4th/MichaelW.
.49/NS/$7 mil/day Internet/PAL
.49/2-1/3rd & 4th Q look great/ TwoToTango
.49/NS/3.8% seq. rev growth, cautionary statements/Tippet
.48/2-1//Dorine Essey
.48/NS//Craig Lieberman
.48/NS//Eddie Kim
.48/NS/Great earnings/Cricket
.48/2-1/If correction is over Friday/Xplorer (Be sure to tell us)
.48/NS/very positive/G.M.Flinn
.47pi/NS//Greg Mullineaux
.46///Consensus Estimate
.46/NS/Healthy forcast Q3 & Q4/ Gary Ricks
.45///David Stern

Keep em comin!

:o)



To: Patrick E.McDaniel who wrote (57771)8/12/1998 10:45:00 PM
From: Lane  Respond to of 176387
 
.51/2-1/strong/Lane



To: Patrick E.McDaniel who wrote (57771)8/13/1998 10:26:00 AM
From: T.R.  Respond to of 176387
 
.49/2 For 1 / A LONG shot on a 3 for 1 /T.R.