Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Patrick E.McDaniel who wrote (58806)	8/18/1998 8:59:00 AM
From: Geoff Nunn	Respond to of 176387

Patrick, .485/2-1/across-the-board strength Regards, Geoff

To: Patrick E.McDaniel who wrote (58806)	8/18/1998 3:54:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

FINAL POST-DELL EARNINGS ESTIMATES FOR Q2 AUGUST 18th. Whisper Number .49-.50 from CNBC at COB. .56///Sonki .56/2-1//Dr.Bond .54/2-1/very strong/Bob Craig .54/2-1//Jeffrey .54/2-1/Accel grwth in mkt share/John Houser .53/2-1/Split Q3/DoggieDude .53/NS-market conditions/More growth/David Weis .53/2-1/Blowout,$118-8/19//Chas .53/2-1/accel growth + profits/WBC .53/2-1/Strong demand and Internet sales/Matthew Buetow .53/2-1 by Sept.30/Strong forward view/Ken Koff .53/2-1/$7.5 mil/day web sales, acquisition/AshSud .52/2-1/Robust 3rd&4th, Gotta wear shades!/Patrick McDaniel .52/2-1/Dell, the next Dell/Kemble .52/2-1//Powershed .52/NS-market conditions/Healthy/Meathead .515/2-1//INTCfan .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 .51/2-1/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 .51/2-1//Mcnewkid .51/2-1//Drew Swiss .51/2-1/Positive future, no cautionary statements/Jorge .51/2-1/Very positive comments from Mike/Grant .51/2-1//Donald .51/2-1/Bullish forcast/Stockman Scott .51/2-1/Bullish & cautionary statements/Steve D. .51/2-1/Positive future/Andrew Richter .51/2-1/Robust&Positive future/Earl Rutherford .51/NS//Freeus .51/2-1/Positive forward statements/Stock Bull .51/NS/Bullish comments/Suresh .51/2-1//Dr.David Gleitman .51/3-1/Huge web orders and govt./Lester .51/2-1/Very robust,esp.enterprise,$6mil perday Inet/Long on Dell .51/2-1/Firing on all cylinders/Tweaker .50/2-1/Robust/John Rosser .50/2-1//Sig .50/2-1/No sign of slowdown/Calvin .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. .50//Robust Europe,strong projections going forward/USRX888 .50/NS//Bullalo Bob .50/NS//Chuzzlewit .50/2-1/Positive mkt shr, $6 mil+/day web sales,200%ROIC/Gabriel .50/3-1/Aggresive-robust forcast/Laura .495/2-1 Oct98/lvl grwth USA,Accel grwth nonUSA,/Rich Young .49/2-1,3-1 longshot//T.R. .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 .49/NS/Dell@$112/Naggrachi .49/2-1//Jimmy Protsenko .49/3-2/Blowout Q in Europe/Peter W. .49///Daniel Dsouza .49/2-1/Continued robust growth forseen/Stephen Hester .49/2-1/Strong/Lane .49/2-1/Web sales $7 mil/day, more cautious than usual/BeKlein .485/2-1/Across the board strength/Geoff Nunn .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 .48/NS/Future looks great/Jim Howell .48/2-1/Positive outlook/Dell-icious .48/3-1/Strong 3rd&4thQ, Acquisitions/Nilesh .48/NS//Doug Sevy .48/NS/Positive forward statements/Spreck .48/2-1//LightPen .48/NS//Rosemary .47pi/NS//Greg Mullineaux .47/3-1/Higher margins,lower revenues/Jim Patterson .46///Consensus Estimate<---------------------------------- .46/NS/Healthy forcast Q3 & Q4/ Gary Ricks .46/NS/Caution of exhuberant expectations/Bazmataz .45///David Stern .39/2-3/reverse split/Ira Springel Michael Dell " But wait, there's more!" :o)