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

To: larry who wrote (80470)	11/15/1998 3:05:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Larry- Are your friends the same guys who were passing around the ridiculous whisper numbers, and pumping clients to buy on them? Let's face facts...the major brokerage houses have probably been wrong on Dell as much as they have been right.... The Street will probably estimate a .31 this quarter....Dell could make .33, (although that would represent a fantastic quarter)...What would this do to all the theorists (if true?) .32 is the most likely starting point for this quarter...(or one cent above the current estimate) I dont think (in any way) the big money has given up on this stock...if we lose the momentum guys (who buy 2 weeks before, and sell right after)...this all is probably doing us a favor... I think you are a bit low (conservative) with your projections for next year...Remember, Dell will be cranking in the 3 new facilities built during this year....Right now, we are at the bottom of the Asia dip...by 2nd half, improvement should be clear... The key here is that MD hiked his 3 year growth projection from 15% to 17%..(annual PC overall)..as Dell migrates up the chain, higher margin sales are being brought in.... I think EPS growth (next year, quarter by quarter) of between 50-60% is doable....a bit of a slowdown from this year....but if we have lower interest rates (which we should)...and the "premium" that the Street pays to big, liquid growth companies (like Microsoft, Cisco) should stay the same or even expand (given the extra quarters of consistent history, perfomance)....Dell is going to hold up nicely.....So, my guessestimate is that we (still) could see a peak of80 PE during some subsequent quarter... That would put us on a path for nice appreciation next year... (I know you are looking for 75-80 over 12 months...I think you are are low here...my (I'll call it conservative guess) is 85-95...

To: larry who wrote (80470)	11/15/1998 3:05:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 176387

Larry! (love that !), thanks for your posts. I expected a stronger quarter from Dell, based on the feedback I have that they were "blowing the servers out of Braker". Braker was the former mfg facility for some of the servers. Upon looking at the rpt, indeed I was quite satisfied with the progress of the servers... nonetheless this is only a small portion of the total pie. Unlike others here, maybe you, I am not really worried about competitive factors with regard to Dell. I happen to know a little about the mfg infrastructure of some of the competition and feel that they wont be able to compete on that front with Dell (Sun is the absolute worst, then Compaq, then HP). But mfg technology will not come into the forefront as a competitive advantage unless Dell succeeds in their attempts to commoditize the space. This appears to be in question based on the posts here from rudedog and others. Well, lets put it this way, if Dell cant compete with mfg technology, then they will not be competitive. With all that I know right now, Dell is my premiere pick over Dogpaq,IBM and HP. Do you also feel this way - with your primary objection to Dell being the price? I see no evidence that Dogpaq can execute in my area, despite their apparent ability to innovate, but Im not sure the mkt cares except at the very high end where they dont play? Michelle

To: larry who wrote (80470)	11/15/1998 3:35:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

On a lighter note.... Larry: I hear you are listening to 'major brokerages houses' for ideas,hummm interesting concept for sure,next thing I know you will be listening or following the 'money runners' for clues.<g> Here is an honest Abe from the latter category. Dreyfus hit by suit for alleged misuse of mutual fund ---------------------------------------------------------------------- New York- 14 NOVEMBER US MUTUAL fund firm Dreyfus Corp and its former money manager Michael Schonberg became the target of a consolidated, amended class action complaint alleging Schonberg misused funds he ran to boost his personal investment portfolio, plaintiffs' lawyers said on Friday... economictimes.com