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

To: Mohan Marette who wrote (98793)	2/13/1999 3:01:00 PM
From: Jock Hutchinson	Read Replies (2) \| Respond to of 176387

Most importantly, it is the confluence of what I said that is most relevant. And I don't see where in the past four years, DELL has encountered all of the following factors: Increased Internet competition from CPQ; Firming DRAM prices; Rising interest rates; Increased cyclicality; Y2K cyclicality; and let's not forget new product line introduction, which is always expensive. This stock will hit 60 before it hits 130.

To: Mohan Marette who wrote (98793)	2/13/1999 3:06:00 PM
From: Lockeon	Read Replies (4) \| Respond to of 176387

Mohan - A curious circumstance - something is fishy here... Just read this on the TMF board.... <<Here is what Danny Niles said on February 1st. Only 11 days ago... This is a direct quote from the Dow Jones News Service on 02/01/1999 5:05pm: ...The mean estimate of analysts surveyed by First Call is for earnings of 31 cents a share. Dell, the leading direct seller of personal computers, will report its fiscal fourth-quarter results on Feb. 16. Following the close of Dell's quarter on Friday, analysts are checking with their sources to find out how the period shaped up and are concluding that the company had "a fabulous finish to the year," said BancBoston Robertson Stephens analyst Daniel Niles. Niles officially projects Dell will post earnings of 30 cents a share on revenue of $5.47 billion for the quarter, although he said the company's earnings will probably come in closer to 32 cents to 33 cents a share and its revenue will likely be over $5.5 billion. Dell posted split-adjusted earnings of 20 cents a share on $3.74 billion in revenue in the fourth quarter of last year.... Full message here.... boards.fool.com Man, I'm becoming more in favor of your opinion that something is not quite kosher with this lot.....KRAZY just plain KRAZY....<BG> Have a GREAT evening....