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


To: jim kelley who wrote (80316)11/14/1998 10:03:00 PM
From: larry  Read Replies (1) | Respond to of 176387
 
Jim,

Thanks a lot for your nice input. Would you please also kindly answer questions raised in my last two posts on 'Roger's short thread'? Men, I think that this is more serious than I originally believed. If true, I had to lower my earning estimate for next Q to 0.30 from 0.31.

However, I am very very glad to see that there are a chunk of diehard DELL longs who believe that DELL share will rise in triple digits for the next five years without having any clue of what DELL is doing. These guys will serve as a nice protection for any sharp retreat.:)

good luck,
larry!



To: jim kelley who wrote (80316)11/14/1998 10:26:00 PM
From: gc  Read Replies (1) | Respond to of 176387
 
Enterprise systems still grew at 100+% rate. Plus, the whole enterprise systems sales is only 15% of the total revenue. Xeon's constraint couldn't have much impact on the overall performance numbers.