Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: stockman_scott who wrote (98044)	2/12/1999 2:03:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Now listen to some of the 'good guys',pundits nonetheless.A balanced view. scott: Here are some interesting and opposing views from some analysts,quite unlike the Niles and that Salamon-whatever-his-name-is. ================== Other brokerages contend, however, that overall Dell was doing just fine. Credit Suisse First Boston said Dell was ''on track to meet or beat'' its fourth quarter earnings estimate of 31 cents per share, and it also said revenues appear to be ahead of its $5.4 billion estimate. Even with heightened corporate competition, Dell is still growing at a much faster clip than its rivals, Warburg Dillon Read LLC analyst Charles Wolf said. Wolf cited figures from industry tracker International Data Corp. (IDC) showing Dell increased unit shipments by 56 percent year over year during December 1998. By comparison, Compaq, the No. 1 personal computer maker, increased its shipments by 17 percent and Hewlett-Packard and IBM by 14 percent each. ''It's difficult to believe that the competition has heated up to the point that Dell will report a weaker quarter,'' Wolf said in a telephone interview. A Dell spokesman said that with fourth quarter earnings less than two working days away the company was unable to comment on Wall Street outlooks or make any other statements that might refer to results. Research company Hoover's ranks Dell the fourth largest personal computer maker while IDC and fellow industry tracker Dataquest both put Dell at No. 3 behind Compaq and IBM in the world market and at No. 2 behind Compaq in the U.S. market. Dell will report fourth quarter earnings Tuesday after the market closes.