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

To: Frank E W who wrote (97983)	2/12/1999 1:04:00 PM
From: Mohan Marette	Respond to of 176387

Fool on Dell-Finally a bit of good news from couple of kids. Frank: Just saw this bit in the Fool. .....Salomon Smith Barney and BBRS certainly want to get in front of that curve, but investors don't really have to wait that long to hear it straight from Dell itself. The Round Rock, Texas, company will be holding its fourth quarter conference call on Tuesday afternoon. Both analysts and CS First Boston said they believe Dell can attain the consensus earnings estimate of $0.31 per share for the quarter, which is, as they say, "the bottom line." Earnings and cash flow for this quarter really aren't the issue, as investors have their ears to the ground attempting to detect a tectonic shift in the PC landscape. If Dell is indeed ceding a little business over the short term in desktops but gaining share in higher-priced servers and mobile computers, that's actually good news. Knowing that the company is acting in a rational manner on prices and hitting its strategic goals of improving the sales mix is exactly what one would want to hear. For smaller companies making their moves into the corporate market, especially Micron, that might not be such good news, but Micron has some very strong sauce that it's brewing up to gain corporate sales. As investors await the Dell call, they shouldn't let their imaginations run too wild here.