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

To: Frank Ellis Morris who wrote (98245)	2/12/1999 5:02:00 PM
From: BomboochaBoy	Respond to of 176388

Well, not all the analysts are calling for Dell's head. From TheStreet.com. Final Word on Dell Credit Suisse First Boston analyst Michael Kwatinetz has watched the decline in Dell (DELL:Nasdaq) today and sees one thing: a buying opportunity. He went out on a limb in saying that Dell "will be trading higher" Wednesday than it is today after its earnings report comes out Tuesday. His comments follow cautionary words from BancBoston Robertson Stephens analyst Dan Niles that Dell revenue could be less than originally believed, with Niles slapping a three-month price target of $80 on the stock. "I would actually be a buyer today. When you have a call out there like you did today, expectations are more realistic than they were yesterday," Kwatinetz said. Kwatinetz said he did not have the same thought when the stock was trading at 110 earlier this month "and expectations were through the roof," but he does see some value at current prices. Dell was recently trading 10 5/8 lower at 91 1/4.

To: Frank Ellis Morris who wrote (98245)	2/12/1999 5:10:00 PM
From: Zeeko	Respond to of 176388

Frank, (my first post to SI) I agree. If these guys were doctors and missed the call, the lawyer would be beating their doors down. Perhaps that type of liability would make these guys think before saying something stupid or worse yet shak'n the tree?

To: Frank Ellis Morris who wrote (98245)	2/12/1999 5:14:00 PM
From: yard_man	Respond to of 176388

What if they get their info from DELL? Suppose things weakened late in the quarter ... would it be better for the info to leak out slowly prior to earnings, instead of just the shock all at once. I think there was already some widely discussed info about a loss of market share ... perhaps this is best for DELL shareholders ...

To: Frank Ellis Morris who wrote (98245)	2/12/1999 5:27:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176388

Distorted reporting, no wonder investors are spooked & confused. First that Niles guy and his buddy at Smith Barney now the damn media,man what a day full of bull s$#t and not a shred of truth,just pure conjecture based on competitors comments,yeah that is how you analyse these days I suppose,just call up the competition and ask how the other guy is doing,very reliable method too. (In case you don't know what I am talking about check scott's post on Merrill's report,they say this whole hoopla is about some idiot making comments on Dell based on what the competition have said about DELL.) Frank: First of all CS First Boston is cool,they are the guys with the 'Strong buy',it is the other no-goods Robertson Stephens and Salomon Smith Barney who do not seem to have enough shares of DELL in their portfolio,get it.<g> Now look what Reuters is reporting,nobody said anything about Dell not meeting earnings estimates even the guy started the whole crapola, Niles.No wonder people were so trigger happy today in selling,but the Fund Managers I thought they would know better but hey that is OK these schomes will be back,you just wait is what I am thinking. ======================= Excuse me but who said this? Nobody. NEW YORK (Reuters) - Fears that Dell Computer Corp. (Nasdaq:DELL - news) would not meet Wall Street's fourth quarter earnings forecasts sent shares of the computer maker sharply lower Friday and sparked a renewed sell-off of technology stocks. Now this I like:- 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. dailynews.yahoo.com