Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SecularBull who wrote (78220)	11/11/1998 3:48:00 PM
From: paru	Read Replies (1) \| Respond to of 176387

Since there was a lot of discussion on this thread about the comments of Piper Jaffery analyst Ashok Kumar about dell, I thought I should post this. Piper initiated coverage of dell, cpq and gtw on April 2, 1998. Taken from briefing.com that day. I don't know when he joined Piper. Obviously, he only started following dell since this April at Piper. >Dell Computer Corp. (DELL) 68 7/16 -1/16: Piper Jaffray initiates >coverage of direct > marketer of PCs with "strong buy" and a 12-month price target of >$100; expects unit > growth of 15% sequentially and 64% year-over-year to 1.6 mln in Q1; >transition > problems at Compaq should enable DELL to capitalize and pick-up >market share; also, > revenue and earnings trajectory to be sustained by shift in product >mix to > server/workstations, allowing gross margins to stabilize from price >pressures > elsewhere....