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

To: Frank Ellis Morris who wrote (58127)	8/13/1998 6:30:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

<<<< Any Opinions???>>> Yes: Dell is now a Wall street darling, the earnings report will be avidly read. In the report will be many outstanding backward looking(hehe) figures involving growth rates of 50% or 80$%, or $6+ mil/day of sales over the internet, results of the new Irish plant, progress on new construction, 5 times the industry average growth rate. Confirmation that computer sales growth has not gone down as far as some analysts predicted. New server products with new chips. When finished reading the report, MM's will decide Dell is a 'must own' stock, regardless of a few pennies plus or minus on the earnings. That does not mean they will all rush to buy it the next day, but some will.Many will try to steal it at a low price or on dips. I don't wish them any luck, but the result could minimize the standard post earnings dip in case we don't get a split, since they will have buy orders in. Just MHO Sig

To: Frank Ellis Morris who wrote (58127)	8/13/1998 6:35:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

... be most unfortunate. Frank: ...but is anyone taking any precautions if Dell for any reason surprises us with earnings not so robust or does not make any mention of a stock split. The market has been very disappointing lately and it would be most unfortunate IMO if Dell does not encourage or inject a little life and hope into this battered and torn market. Any Opinions??? You said it Frank it would be most unfortunate if what you say comes true but let us hold that thought for right now and deal with it when we come to it.<g> Don't expect Dell to 'inject' any 'life' into this market before the earnings [I don't know if this is even allowed so close to earnings and all] as I think it would be very counter productive assuming the news will be better than good.It is better to give a 'one,two punch' on the positive side instead of one punch now and a two later.<g>

To: Frank Ellis Morris who wrote (58127)	8/13/1998 9:37:00 PM
From: Sonki	Read Replies (1) \| Respond to of 176387

strong buy Piper Jaffray analyst Ashok Kumar, for his part, said in a recent report that he expects Dell Computer to post strong unit growth during the second quarter, which will help temper the declines in average selling prices. The company is expected to report its quarterly results on August 18. Kumar maintained his "strong buy" rating on Dell's stock, as well as his fiscal 1999 earnings estimate on the company, which stands at $2.03. news.com as if we needed help to decide....on dell being a strong buy ! this is today's news. i hope this helps out.