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

To: stock bull who wrote (76207)	11/2/1998 4:55:00 PM
From: Marci L	Read Replies (1) \| Respond to of 176387

Dellheads: I attended the Soundview Tech Conference today. I had the opportunity to listen/meet up with Jim Scneider (right hand man to Tom Meredith) he was direct and upbeat about the growth of Dell. 1)He mentioned some very large orders that they received from Shell and Ford. 2)U.S. mkt continues to grow...In Europe, 5 individ. countries will grow 100%....Asia Pacific very profitable. 3)Company ended Q2 with 2.6BB in cash..they generated 641MM in cash last quarter. THEY ARE NOT HAPPY WITH THEIR CASH POSITION!They are very conscious about this. 4)Revenue to growth picture: far superior to PG, PFE, GE, JNJ,LU and KO. Predictabilty to earnings: outpacing everyone. All in all,same information that was given at the Alex Brown Conference was given here today...They couldn't discuss much because of the quiet period.Basically, I was unimpressed with the Conference and Im hoping for a blowout number from Cisco to get us above 70. Marci L