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

To: Venkie who wrote (76794)	11/5/1998 5:46:00 PM
From: wayne	Respond to of 176387

This is great. dell.com

To: Venkie who wrote (76794)	11/5/1998 5:56:00 PM
From: Calvin	Read Replies (3) \| Respond to of 176387

OT What's that smell? There's a strange aroma in the air. Oh my god, it smells like......I'm not sure but......isn't it a pizza? Enjoy every second of it. I know I will.

To: Venkie who wrote (76794)	11/5/1998 6:07:00 PM
From: LWolf	Respond to of 176387

Donnie.... I think DELL is caught in a sector perception problem right now. The following is from briefing.com. They have the Computer sector as a category 4 (Slightly Underperform), which is unfortunate for DELL. I'm also going to guess that we may see a similar pattern with DELL, as happened with CSCO; flat through earnings, but once Chambers announced and then was on CNBC stating how positive their future growth looked (30-50%), the stock started moving up and everybody wants it. Once the public can hear/see Michael.... confidence will be restored and the price will continue up IMO. Laura ************************************************** From Briefing.com (subscription required) briefing.com Comment: With world financial markets in free-fall, consumer confidence is sure to be shaken badly over the next few months. To what degree consumers will tighten the reins on spending is still unclear but with more and more companies announcing layoffs to deal with increasingly tough market conditions, it is almost certain that the upcoming holiday season will not deliver the big splash the PC industry had expected. But that's only half the equation. Corporations hard hit by the global slowdown are likely to reduce their capital spending plans for next year. Consequently, the group's earnings outlook is now in question. Add uncertain earnings to historically high valuations and the near-term risks remain too high for our liking. That said, recent weakness in the dollar, more attractive prices (in light of current meltdown) and decent long-term growth prospects suggest that group will at least keep pace with market longer-term. CEM: Tough market conditions mixed bag for CEMs as bad news from weaker sales offset partially by fact that difficult industry climate will force OEMs to keep costs under control. One way to do that is to increase outsourcing. Valuations in this group are also relatively attractive as stocks have already taken a beating. Disk Drive/Storage: Question for this group is not if the turnaround is coming but when. Oversupply conditions have been addressed and pricing climate has improved a bit. However, weaker than expected sales in PC market will naturally postpone full recovery. Group represents good long-term value. Stocks:Adaptec (ADPT), Apple Computer (AAPL), Applied Magnetics (APM), Compaq Computer (CPQ), Dell Computer (DELL), EMC Corp. (EMC), Gateway (GTW), Hewlett-Packard (HWP), International Business Machines (IBM), Iomega (IOM), Jabil Circuits (JBL), Quantum Corp. (QNTM), S3 Inc. (SIII), SCI Systems (SCI), Seagate Technologies (SEG), Sequent Computer (SQNT), Silicon Graphics (SGI), Solectron (SLR), Storage Technology (STK), Sun Microsystems (SUNW), Unisys Corp. (UIS), Western Digital (WDC).