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


To: Mohan Marette who wrote (58850)8/18/1998 11:48:00 AM
From: Sig  Read Replies (2) | Respond to of 176387
 
Mohan Re Brazil plant
Thats a timely release date (Aug 18th) on the Brazil plant
plans. Dell may have tossed the lady reporter a tidbit from
the earnings report. Hope it was not a leak, but if this late runup is due to leaks then we are in good shape.
IMO meeting the 46 est is no problem, Dell has been building and hiring for years, is accustomed to allowing for those costs,with no problems(as seems the case) then 48,49 basic is attainable.
Add faster growth (running 24 days), margins holding or better,
cheaper components, and Hey, if HWP can beat estimate by 4 , Dell can do better than that.
Good luck(and have a nice day)(:O)
Sig