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

To: larry who wrote (80287)	11/14/1998 5:46:00 PM
From: joseph w renfrow	Respond to of 176387

Now this is a good report card!!! Dell Computer Corp. (DELL) Click on the ticker for a detailed quote Date Broker Comment 11/13/98 AG Edwards reiterates maintain 11/13/98 Bear Stearns reiterates buy, fabulous qtr, raise estimates 11/13/98 Goldman Sachs reiterates recommended list buy, raised 1998 from $1.03 to $1.05, 1999 from $1.28 to $1.38 11/13/98 Hambrect & Quist downgraded from buy to hold on valuation only, qtr in line 11/13/98 Morgan Stanley Dean Witter reiterates outperform, raise target from $75 to $78 11/13/98 Paine Webber reiterates attractive, sales strong, component prices more normal 11/12/98 First Boston reiterates strong buy 11/12/98 Hambrect & Quist reiterates buy, good earnings expected after close 11/12/98 Prudential reiterates strong buy, target $74, single best idea, on select list 11/11/98 Salomon Smith Barney reiterates neutral-high risk, reports on 11/12 10/28/98 Prudential initiate coverage with a strong buy, single best idea 9/28/98 Bear Stearns reiterates buy, upbeat analyst meeting, momentum continues 9/28/98 Hambrect & Quist reiterates buy 9/28/98 Lehman reiterates outperform, lowered estimates, target $67 9/28/98 Morgan Stanley Dean Witter reiterates outperform 9/28/98 Paine Webber reiterates attractive, very positive analyst meeting 9/25/98 Paine Webber reiterates attractive, upbeat analyst meeting, business good 9/24/98 First Boston reiterates strong buy, expect semi-annual meeting to be upbeat 9/3/98 Paine Webber initiate coverage with an attractive 8/20/98 Salomon Smith Barney reiterate neutral-high risk 8/19/98 First Boston Increased 1999 from $2.00 to $2.10 8/19/98 Goldman Sachs Raised 1999 from $1.91 to $2.05 8/19/98 Morgan Stanley Dean Witter Raised 1999 from $2.00 to $2.08 8/12/98 CIBC/Oppenheimer reiterates hold, cautious comments on price wars 8/10/98 Bear Stearns reiterates buy, looking for positive server growth 5/22/98 Bear Stearns reiterates buy, raised estimates 5/22/98 BT/Alex. Brown reiterates marketperform, positive EPS 5/22/98 CIBC/Oppenheimer reiterates hold, raised estimates 5/22/98 DLJ reiterates marketperform, raised 1999 from $1.83 to $2.05 5/22/98 Hambrect & Quist reiterates long term buy, stock ahead of itself 5/22/98 Lehman reiterates outperform, target $110, raised estimates 5/22/98 Merrill Lynch reiterates 2-1 rating, raised target to $108/$110 5/22/98 Morgan Stanley Dean Witter reiterates outperform, reports solid qtr 5/22/98 Paine Webber reiterates buy, raised 1998 from $1.80 to $1.95, 1999 from $2.35 to $2.60 Research Broker Reports by Symbol Get the last 180 days of JAG NOTES for a company by entering a ticker symbol in the space below. If you're not sure about a symbol, use the Ticker Lookup. Report:

To: larry who wrote (80287)	11/14/1998 6:05:00 PM
From: gc	Read Replies (2) \| Respond to of 176387

ALL: Most negative comments centers around the slowing growth rate in this Q, particularly on sequential growth rate. I tabulated the sequential growth rates over the past two years: FY Q1 Q2 Q3 Q4 98 7.2 8.7 13.3 17.2 99 4.8 10.5 11.2 From this table, it seems to me that 99Q3 sequential rate is a bit lower because it is compared to an exceptional good 99Q2 number. (due to Window 98 introduction?? Notice 99Q1 is low too. People hold off for window 98?) It this is the case, there is nothing to worry about. Any comments? gc

To: larry who wrote (80287)	11/15/1998 11:19:00 AM
From: Dennis	Read Replies (1) \| Respond to of 176387

thanks for your reply 8291, I agree with your explanations......I guess the next question would be :What else can Dell sell OTHER than computers as the market slows in order to keep its growth rate up....Mr. Dell says (along with Kemble) CHINA !!, .......I am certainly not qualified to answer that one BUT it sure looks like that country could keep the company occupied for quite a while. gg I get the impression that Mr. Dell and company realize they can't rely solely on one product or product line......this was brought out during the short interview last week on cnbc.....as one product or geographical area slows another takes up the slack kind of like what the big drug companies do as one medication gets closer to losing its patten another blockbuster comes on line. Any opinions out there......am I close?? Why can't Dell become another GE?? oh yeah, I also noticed during the cnbc interview that Michael would not give a clear answer when asked about buying other companies....he was talking about the industry consolidating over the next few years. Good Luck ALL