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: Lizzie Tudor who wrote (80040)	11/13/1998 5:40:00 PM
From: jim kelley	Respond to of 176388

Michelle, It looks like DELL is going to be doing significantly better in the 4th quarter as far as server sales are concerned. The problems with the XEON bugs and the yield problems have been resolved and they should be able to ship high end server product in line with their orders. The desktop arena should have no affect on the enterprise sales. Regards, Jim Kelley

To: Lizzie Tudor who wrote (80040)	11/13/1998 5:59:00 PM
From: mrknowitall	Respond to of 176388

Michelle - I've contended for some time that as the network bandwidth is continually increased and more powerful machines arrive on desks that the server population and the software on it becomes the bottleneck; Consumers and business that are ordering and paying for megabit-rate bandwidth are going to complain they aren't getting their money's worth in performance terms, and the network folks are going to eventually point directly at the performance limitations of the sites/databases. It is a self-sustaining growth engine, IMO. Mr. K.

To: Lizzie Tudor who wrote (80040)	11/13/1998 6:09:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176388

Michelle, the consensus is that Dell will see the mid 60's. If the consensus were the 50's, then that's where the stock would be trading. That's the nature of a consensus in the market place. TTFN, CTC

To: Lizzie Tudor who wrote (80040)	11/13/1998 6:21:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176388

Michelle, DELL could see the mid 50's if we get some outside event to pull the bottom out of the market. An event like that of Oct 8 would do just fine. However, given the current situation in world such an event is unlikely in the next three months. So given a healing worldwide financial situation, I expect to see DELL in the 80's before the next earnings report. ( I am using Kumar's numbers in arriving at that valuation. ) So really it is just a question of how low you can buy into DELL. A dollar cost averaging approach starting thanksgiving would be a good way to go. Since it is difficult to get the timing exactly. This yields a nice 30% gain in the quarter on stock without leverage or options. Regards Jim Kelley