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

To: Mohan Marette who wrote (58419)	8/15/1998 1:40:00 PM
From: JRI	Respond to of 176387

To All: I am believing more and more that (for the short-term stock price) the key earnings number to hit is .49 or better this quarter..... .47 will simply not be enough for the street (We would have to put up with another quarter of JP incessant arguments about how Dell is beating the consensus less and less).....48 would be a terrific performance......and SHOULD be viewed as such.......however, I think, again, the Street expects miracles from Dell- which is not totally reflected in the price (while other companies can have multi-billion dollar write-offs and there stock price goes up...figure that)....Anything over .49 should be viewed very favorably by the Street, IMO..... Personally, .48 or better would be enough for me to feel the train is continuing on the right track.... Things look great for the 2nd half.......

To: Mohan Marette who wrote (58419)	8/15/1998 10:08:00 PM
From: DWW II	Respond to of 176387

Mohan,......What comes around.....goes around......... As a Sr. VP of Procurement I can see real insight into your comments. I have felt for some time now that DELL may have a bit of a problem when the "component pricing" pendulum swings the other way. By this I mean (as you already understand) that when component prices begin to rise, DELL will be caught on the wrong side of the JIT equation. If, at the present time, DELL can capture cheaper component pricing sooner than their competitors because of their inventory turns, this allows them to enjoy larger margins and/or allows them to lower their prices to the consumer sooner. This allows them to control their margins very well. However, when component prices begin to rise, DELL will be the first to feel the impact of higher prices. This will squeeze their margins and could force them to raise their prices sooner than their competitors. On a related company.......I would hate to think what would happen to GTW if/when this scenario plays out. It may not. At-least not very soon. No Fear.....Long & Strong DELL.......DWW II

To: Mohan Marette who wrote (58419)	8/16/1998 11:50:00 AM
From: Kayaker	Respond to of 176387

From CBS Marketwatch... NEW YORK (CBS.MW) --ÿAmid uncertainty that blue-chip stocks will remain solid throughout the market's correction, technology shares will look to Dell's earnings results for guidance Monday. Scott Bleier believes Dell's forward guidance could chart the direction technology stocks will take over the next few weeks. "If there's any bad news, Dell will have to disclose it then. If that's the case, the last holdouts, the highest relative-strength stocks will begin to get hit below mid-June levels. That will create a level of fear which will finally offer some stability," Bleier said.