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

To: jim kelley who wrote (63950)	9/7/1998 3:07:00 AM
From: Xplorer	Read Replies (1) \| Respond to of 176387

Jim, Buying back stocks and awarding employees options to buy is, I agree good for Dell, but only if you buy back more than you use for options. Further factors should include future growth, market conditions,and of course the companies ability to grab a bigger share of the pie. For us the stock holders, we have to decide if we agree or disagree with company managements policies. For myself I'm finding it very difficult to decide whether I agree with the current buy back and option trend. I suppose I would be somewhat more comfortable if management was very slowly becoming a little more conservative, given the current problems with the marketplace, Asia, Russia, and the prez. ect. I suppose some people might interpret a lean toward that type conservative change as Dell was having some sort of problem and panic. Its kind of a "catch 22", no matter what you do it is eventually going to have repercussions. I do have to say that I am relieved that we have had or are in the mist of a correction. I hope in this coming week we see a settling down of the market. Who's to say, we've never had a market like this before and the rules on the game may have changed. Steve

To: jim kelley who wrote (63950)	9/9/1998 2:07:00 PM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

Jim, it's that time of the quarter again - earnings warning time. This is supposed to be a "transitional" quarter for CPQ - translation: more of the same that you saw in Q2. The Q3 estimate of 7› eps may not be in jeopardy but I'm more than a little wary of their ability to hit their Q4 numbers. In order for CPQ to hit their full year eps of 47› they have to reach a minimum of 37› in Q4 - more likely 40› plus because of the lower number of average weighted shares in the 2nd half of the year. Seems like a stretch to me and I wouldn't be surprised if they warned in the next week or so. If they do warn this could hurt the tech sector, in particular DELL. Your thoughts would be appreciated.