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

To: jhg_in_kc who wrote (58230)	8/15/1998 12:39:00 AM
From: Nilesh Parikh	Respond to of 176387

I expect Dell to come out with good earnings (.48), probably not what everyone on this thread may expect. I also expect Dell to to forecast strong earnings in 3rd & 4th Quarter due to the strong fundamentals and market share gain in US, Europe and Asia. Despite the slow down in Asia, there's a huge market. This is where Dell, CPQ will benefit from the most. My target for this stock is about 150-160 and possibly a first 3-1 split, assuming Clinton doesn't get fired and if IMF starts pouring more money to bail out Asian countries. Another word the stock will not go down due to weakness in Dell's fundamentals. For short-ter, I still expect the stock to hit 115-120 next week, hoping the correction in Nasdaq is approaching the bottom. I see the market as a "Going out of business sale", where the mark-down has started with 20% off to at current levels upto 40% off the certain's stock's high. This is a huge opportunity to buy and my favoriates are: CPQ, DELL, MSFT, INTC, CSCO, WCOM, ADI, ERICY, TXN, NOKA, JPM, AMR. I like internet for short play only, they're too volatile, but great stocks to buy for kids. Just some of my wild guesses, let's see what you & others think... -Nilesh.