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

To: Chuzzlewit who wrote (99350)	2/15/1999 12:41:00 AM
From: puborectalis	Read Replies (1) \| Respond to of 176387

Stock Talk Corixa atop therapy trend, analyst writes by Greg Heberlein Seattle Times business reporter Here are recent brokerage-house and investment-advisory opinions affecting Pacific Northwest stocks. The Seattle Times neither advises against nor recommends purchase of these stocks. Stock symbols and stock quotations are listed in parentheses, the latter reflecting prices when reports were issued. Ratings definitions vary, but most companies have five rankings, which are, from highest to lowest: -- Strong buy, buy or highest. -- Buy/accumulate, accumulate, mild buy, outperform, attractive or above average. -- Neutral, hold, reasonably priced, average or market performer. -- Mild sell, unattractive, below average or underperform. -- Sell, lowest. Corixa (CRXA, $8.50) is positioned to take advantage of the trend toward vaccine-like products as therapeutics, writes Andrew Heyward, director of research at Seattle's Ragen MacKenzie brokerage. The Seattle company has shown progress in a treatment for severe psoriasis and a possible vaccine for breast cancer. The stock is rated "accumulate." With many large pharmaceuticals partners, it is controlling its cash needs. The chief executive and founder is Steven Gillis, an Immunex founder. (Report issued Jan. 22) * Alaska Air (ALK, $45.438). Analyst (1): Peter Jacobs, Ragen MacKenzie. Recommendation: Hold. Comment: Analyst's 1999 profit estimate raised to $5.25 a share from $4. (1/28) Analyst (2): Warren Thorpe, Value Line. Recommendation: Above average. Comment: Strong profit prompts upgrade to "above average" from "average." (1/29) * Airborne Freight (ABF, $37). Analyst: Mary Fleckenstein, Ragen MacKenzie. Recommendation: Hold. Comment: Analyst's 1999 profit estimate raised to $2.85 a share from $2.60. (2/2) Analyst (2): Jamelah MacLean, Piper Jaffray. Recommendation: Strong buy. Comment: Price target moves to $45-$50 from $35-$40. (2/2) * Cavanaughs Hospitality (CVH, $9.938). Analyst: Mary Fleckenstein, Ragen MacKenzie. Recommendation: Accumulate. Comment: The quarterly profit was good. "The stock represents a good value at current levels." (2/1) * Columbia Banking System (COLB, $16.50). Analyst: Melba Bartels, Ragen MacKenzie. Recommendation: Accumulate. Comment: Rating raised from "hold" because the stock is "attractive at these levels;" 12-month target price: low $20s. (2/2) * Expeditors International (EXPD, $45.188). Analyst: Thomas Carley, D.A. Davidson. Recommendation: Outperform. Comment: These shares are attractive. Twelve-month target price is $50. (2/10) * Go2Net (GNET, $100). Analyst: Jeff Goverman, Pacific Crest Securities. Recommendation: Strong buy. Comment: Pullback is "buying opportunity." (2/9) * Immunex (IMNX, $149). Analyst: Andrew Heyward, Ragen MacKenzie. Recommendation: Hold. Comment: All goes well, but the stock already reflects the good news. (2/3) * Itron (ITRI, $9.625). Analyst: John Rogers, D.A. Davidson. Recommendation: Neutral. Comment: The lack of growth in the automated meter-reading business raises concern. (2/8) * RealNetworks (RNWK, $70.25). Analyst: Mary Ryan, Ragen MacKenzie. Recommendation: Hold. Comment: Profitability could come in the third quarter, a quarter earlier than expected. (1/27) * SonoSite (SONO, $11.375). Analyst: Jamelah MacLean, Ragen MacKenzie. Recommendation: Strong buy. Comment: Price target for this developing company is $20 to $30 over the next five years. (2/4) * Sonus Pharmaceuticals (SNUS, $6.50). Analyst (1): Bob Toomey, Piper Jaffray. Recommendation: Accumulate. Comment: Long-term outlook for EchoGen remains unchanged. (2/2) Analyst (2): Bruce Jacobs/Jonathan Osgood, BT Alex. Brown. Recommendation: Market perform. Comment: Word from regulators on EchoGen expected by mid-April. (2/2) Analyst (3): Alex Zisson/Corey Davis, Hambrecht & Quist. Recommendation: Hold. Comment: A third-quarter launch of EchoGen "is not unreasonable." (2/2) * SpaceLabs Medical (SLMD, $20). Analyst: Thomas Curley, D.A. Davidson. Recommendation: Outperform. Comment: Cost-cutting, new products position SpaceLabs, a takeover candidate, for a big 1999. (2/5)

To: Chuzzlewit who wrote (99350)	2/15/1999 12:53:00 AM
From: vc21	Respond to of 176387

Chuzz, Nice work. The news.com piece seems to imply that Dell's US share dropped sequentially from 3Q to 4Q: >>>Compaq's global market share grew to 15.4 percent, up from the third quarter's 14.4 percent. Compaq's U.S. market share grew to 18.1 percent from 15.8 percent in the third-quarter, while Dell's share slipped to 12.8 percent from 14.1 percent.<<< This does not make sense. Also, the article says "it was more meaningful to compare fourth quarter results with the year-ago fourth quarter, which eliminates some of seasonal differences." Well, if we do that, we see that Compaq actually lost .9% in US PC market share. Go figure. We'll be passing IBM soon. And the growth is outstanding. Regards, VC

To: Chuzzlewit who wrote (99350)	2/15/1999 1:13:00 AM
From: Brian Malloy	Read Replies (1) \| Respond to of 176387

Don't get mad simply copy his link to a word document wait for DELL to announce on TUE and copy applicable portions that refute his statements. Then each quarter if he spouts untruth reference DELL simply post his statements and the reality that emerged after earnings and grow this post over the quarters. After a while he can say what he wants about DELL but the next post people read will show him for what he is. Regards

To: Chuzzlewit who wrote (99350)	2/15/1999 2:29:00 AM
From: Sig	Respond to of 176387

Chuzz: <<<< These are the guy who have been talking about Dell losing market share and the PC industry experiencing a decline in revenues last year.>>> My picture of those who bad-mouthed Dell last week is of not being stupid, but could be called smartasses. They know, as you and I and most others, that Dell will beat the estimate so they did not mess with that estimate. They also know that Dells price is very sensitive to sales,growth and future business prospects. So the attack was made there by juggling the incomplete IDC data or other estimates)to make it appear that Dell sales would fall short and CPQ was gaining ground. IMO nobody outside of Dell knows those exact figures,and won't until until Tuesday. Release of the (bad) news on Friday , when all shareholders except a few here are tensely waiting the for the real Dell to stand up, was a mere coincidence (hahahahahahahahahaha). I don't see their explanation, if Dell's sales will be 300 MM under the estimate, of how in &%$$ Dell will still manage to earn the $0.31 per share. It would mean Dell's margin has INCREASED during the quarter, which would be very good news indeed and contrary to what many analysts would say. ( No, I have no figures to go by) Go Mikie----------------> Sig