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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: jach who wrote (22481)	2/12/1999 10:40:00 AM
From: The Phoenix	Read Replies (3) \| Respond to of 77397

Jach, I can't figure you out. Why do you come in here and tell all these people that CSCO is going to tank? You know you're not well liked - so you're not trying to do us any favors - right? You say the same thing..nothing new - so you're not simply providing interesting information. You say you're not short - so there's nothing in it for you financially. So, why do you bother? Do you have nothing better to do at Fore but to post on SI? OG

To: jach who wrote (22481)	2/12/1999 12:37:00 PM
From: jach	Read Replies (2) \| Respond to of 77397

Had said it all along some time ago, the big boys will follow with the quote "stiff competitions", now they come. Look for CSCO to drop below 100 and stay there for some time. imo. ============ Dell Falls After Wall Street Earnings Outlooks NEW YORK (Reuters) - Shares of No. 4 computer maker Dell Computer Corp. (Nasdaq:DELL - news) fell sharply in heavy trading Friday after investment houses said the Round Rock, Texas, company would meet fourth-quarter earnings estimates but could slip below sales expectations due to stiff competition. Clocking trading volume at the rate of a pinball score, Dell stock was at $91.75 in midday trading on Nadaq, down $10.125 from the previous day's close. Prior to the open, BancBoston Robertson Stephens said Dell's fourth quarter finish was soft, and would lead to revenues of $5.2 billion, shy of its earlier estimate of $5.5 billion. The brokerage house cited competition in the U.S. corporate desktop and large server computer market for the expected shortfall. Robertson Stephens said it expected Dell to meet the consensus fourth quarter earnings estimate of 31 cents per share when it reports fourth quarter numbers Tuesday after the market closes. Credit Suisse First Boston said Dell was ''on track to meet or beat'' its fourth quarter earnings estimate of 31 cents per share. Dell, the No. 1 direct seller of PCs, is best known for its sales model that allows customers to cut the cost of a computer by ordering it straight from the factory floor. Dellofficials were not immediately available for comment. Salomon Smith Barney said it saw rivals Compaq Computer Corp. (NYSE:CPQ - news), Hewlett-Packard Co. (NYSE:HWP - news) and International Business Machines Corp. (NYSE:IBM - news) making progress toward the so-called ''Dell model'' in the company's key large accounts market. Salomon said it was ''comfortable'' with its 31 cents share earnings estimate, but did not expect more than ''several pennies of upside'' on the number. The brokerage said it may have set its outlook for Dell's selling price too high given recent corporate-market competition from Compaq, Hewlett-Packard and IBM.