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

To: kemble s. matter who wrote (69101)	10/5/1998 6:56:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

Kemble and other loyal DELL Investors: I just checked First Call and discovered a new Nationsbank Montgomery report on the computer systems industry. It was posted at around 2:30pm EST today. Here are some highlights: DELL Computer Rating: BUY "With fiscal 1998 revenues of $12.3 billion, Dell is the world's leading direct marketer of personal computers. The company's system revenue mix in the fourth quarter of fiscal 1998 was 67% desktops, 22% portables, and 11% enterprise." "The company's bullish analysts' meeting on September 25 made it clear that the trends remain strong at DELL. As usual, we expect DELL to comfortably beat our estimate and generate an increase to out period estimates. The only near term uncertainty surrounds DELL's ASP levels, which could see another year-over-year dip in the October quarter. We think the market would look past this as top line growth and EPS results would very likely meet expectations (ie. come in above analysts' published forecasts). We remain DELL bulls given the company's significant cost advantages, low, but fast-growing worldwide market share and continued hyper-growth in the enterprise business." DELL reports 11/12/98 and Montgomery's estimate for the quarterly EPS is 0.28. The First Call Consensus # is 0.27 and a year ago the quarterly EPS was 0.17. Investment Opinion and industry overview: "PCs: Market share gains and execution will continue to determine the winners in the PC industry; we think DELL and Compaq are the two clear winners. DELL will continue to benefit from the industry's best execution, rapid server growth, and increasing penetration of both the US and international markets; we expect another upside and increase to out-period estimates this quarter...." --------------------------------------------------------------- **** I give this firm credit. They remain bullish on DELL even in these turbulent times. Of course they have GOOD reasons to do that. DELL's FUNDAMENTALS HAVE NOT CHANGED. I will not sell shares and I'm Long on DELL for the LONG RUN. I'm confident that DELL will continue to prove that DELL is the next DELL !!!!

To: kemble s. matter who wrote (69101)	10/5/1998 8:54:00 PM
From: ace al	Read Replies (2) \| Respond to of 176387

Kemble, Picked up more shares of DELL today at 58.5!!! If these opportunities are going to continue, I'll keep buying!!!!. Potential to the up side is getting greater for DELL!!!! I don't want to miss the train, because it's not going to start off slow, it'll blast off!!!!. Do we really think companies will cut technology budgets?? NO WAY!!!!. These are times when companies make great strides for their futures!!! Tightening belts, streamlineing, forcing themselves to become more efficient! What a great time to deal with overseas markets!!! Companies with vision and aggressive efficiency standards will survive. GO DELL!!!! AL T