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

To: brian z who wrote (79498)	11/12/1998 11:34:00 PM
From: Captain Jack	Read Replies (3) \| Respond to of 176387

brian-- you said the key words. DELL is a momentum stock and he momentum seems to be changing. Tomarrow will tell if it really is changing. If so and the momentum players leave the P/E as known for years will leave also... Mikey MISSED the whisper -- PERIOD!!! That is one thing momentum player figured he would not do. Unless there is additional overwelming reason the treck away may begin tomorrow--- even if only for a few days.

To: brian z who wrote (79498)	11/12/1998 11:58:00 PM
From: Mohan Marette	Respond to of 176387

Gross margin. brian z, "Gross margins were also flat. This is not good. Even with their great margins analysts always like to see some improvement. Michael Dell always brags about their decreasing costs. Where was it Michael?" I don't know you recall this but M.D did say in one of the interviews somewhere (I don't recall) during Q2 earnings announcement that as the company grows larger to expect a slight deterioration in gross margin. Now considering it didn't in Q3 is a great improvement of sorts regardless of what the analysts might think,also it is important to look at the performance of others in the industry before making any conclusions be it ASP,Gross Margin or whatever.As Dell moves in to more and more higher end products like they are doing now I think they may succeed in maintaining the gross margin or even improve it a little bit depending of course on other variables.It is important to note further that as internet sales grows larger as a %of the total sales and as the inventory turns improves (and they are) we may see additional cost advantage for the company,perhaps more so than any others in the industry,not that they are not doing that already.

To: brian z who wrote (79498)	11/13/1998 12:02:00 AM
From: Goldbug Guru	Read Replies (1) \| Respond to of 176387

Dell should of beat the estimates by at least a nickel to make it worthy as a long term investment. Beating the estimates by a penny is not going to cut it, dell looks like a sitting duck right now. I have a strong feeling that Micheal Dell will be doing a lot of bull shiting at squawkbox tomorrow. The competition are eating Dell alive, Dell is quickly losing their market share to Compaq, Gateway, and IBM. Micheal Dell knows it, that's why he's going after the internet market. I'm pretty sure he already told some of his rich buddies to put an anchor on dell, so she won't bleed to death tommorrow.

To: brian z who wrote (79498)	11/13/1998 12:31:00 AM
From: nihil	Read Replies (3) \| Respond to of 176387

RE: $10 million/day on net If true, this means $36.525 billion a year, with no further growth! I think I'm beginning to believe this Internet hype. Dell is too Great to fight mere mortals. Bring us Giants!

To: brian z who wrote (79498)	11/13/1998 1:56:00 AM
From: powershred	Respond to of 176387

Sounds like a page from somewhere else.....

To: brian z who wrote (79498)	11/13/1998 2:04:00 AM
From: jim kelley	Respond to of 176387

I have never met a whisper number that I could tell was official. What do you look for the good housekeeping seal of approval? What nonsense.....