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

To: Lucretius who wrote (79034)	11/12/1998 4:43:00 PM
From: Kayaker	Read Replies (1) \| Respond to of 176387

Let me see now... A note to garrick le and another to Jim Patterson. Haven't you said over and over and over that you only post here when someone posts to you?

To: Lucretius who wrote (79034)	11/12/1998 4:57:00 PM
From: Jim Bautch	Read Replies (3) \| Respond to of 176387

LT, I sure hope "Mikey" talks this thing up in conference call. I'm looking to add big-time to my position (short, that is). With its current valuation, this company is in big trouble. They are barely beating estimates and pumping up earnings per share with stock buy backs, not to mention the increase in DSOs and inventory. Also, you can't count out the competition (CPQ, IBM, HWP, GTW, and MUEI). Increased efficiencies at the above-mentioned companies (although not comparable to DELL), pricing competition, increasing component prices, and corporate spending cutbacks (ie. major oil companies, financials, money banks, etc.) are starting to pressure the bottom line. Tico