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

To: Sig who wrote (73225)	10/20/1998 7:16:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Sig, Here something I have never seen MSFT say: Upside to street numbers, beat, and exceed. Normally it's nothing but caution from them. The below should have the shorts shaking weds. <<Reuters, Tuesday, October 20, 1998 at 17:34 By Martin Wolk SEATTLE, Oct 20 (Reuters) - Microsoft Corp. Chief Financial Officer Greg Maffei said Tuesday he expected the company to meet or beat analyst estimates for the current second quarter after factoring the upside surprise of the first quarter. "I'm going to suggest that there may be some upside to the numbers that the Street generally has," Maffei said in an interview. "I think we should be able to meet those and perhaps exceed them." He declined to give details ahead of a conference call with analysts. On average analysts had expected Microsoft to post second-quarter earnings of $0.52 per share, compared with $0.42 a year earlier, according to First Call, although the consensus estimate likely will have to rise by at least seven cents to account for the much better than expected first quarter. Maffei said the second quarter would be boosted by a variety of seasonal factors including holiday sales of personal computers and consumer software, year-end business buying and improved performance in Europe. While Microsoft's revenues rose 26 percent in the first quarter ending Sept. 30, in line with expectations, per-share earnings rose 56 percent in part because of sequential declines in spending on marketing, product support and research and development, Maffei said>> Gre

To: Sig who wrote (73225)	10/20/1998 7:17:00 PM
From: Venkie	Respond to of 176387

Glad you are back..Eat right and dont stress

To: Sig who wrote (73225)	10/20/1998 7:58:00 PM
From: Mohan Marette	Respond to of 176387

Texas twosome-One down in Austin having fun,the one in up in Houston sweating bullets and Kumar didn't change jack. Sig: Man,some idiot from Piper Jaffray sneezes the whole enchilada falls apart,what a nonsense! You seen this??? =========================== Dell CEO Michael Dell says his company is having fun growing its business (AP). "How long will the good times last? A Michael Dell responds: "I haven't found where it will run out of gas. We're getting to the fun part here." On the other hand CPQ:"I just finished my 60th quarter, and this might rank up there with the most difficult quarter I've ever had," says Greg Petsch, Compaq's senior vice president of manufacturing and quality. Kumar: "But analyst Ashok Kumar of Piper Jaffray is not so sure that both companies can co-exist. Dell is expanding its product line to include more high-end servers, aiming squarely at Compaq's key market. Dell's server sales to large business customers have gone up 140% in the past year, while Compaq's have risen only about 45%, says Kumar. And Dell was the first major manufacturer to introduce a server using Intel's fast Xeon processors, which customers are demanding. "With the market slowing down, you probably have a situation where Compaq and Dell are bidding against each other," but Dell can win because of its low-cost structure, says Kumar usatoday.com