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


To: Labrador who wrote (100919)2/16/1999 6:19:00 PM
From: Dalin  Respond to of 176387
 
So far, its good...into question and answer

D.



To: Labrador who wrote (100919)2/16/1999 6:21:00 PM
From: LWolf  Read Replies (1) | Respond to of 176387
 
L... DELL has been very upbeat...
analysts are seeing if there's anything they can find to shoot holes in ... but it's tough!

L



To: Labrador who wrote (100919)2/16/1999 6:26:00 PM
From: BBG  Respond to of 176387
 
>>>anyone with insight into the conference calls -- upbeat?
what are analysts comments?<<<

My impression is that it is positive... All about increasing market share positive outlook for stong 1999 based on Y2K, Gains in other markets, better efficiencies, etc... New DELL internet store announced...

MD just said that fasting growing segment of their business is theire most porfitable...

Analysts seemed pretty subdued...????

One negative was that DELL said they weren't aggressive enough passing costs onto clients... they may have lost .01/eps because of this...i.e. $200,000,000 in rev.s

Comment was just made that DELL "kicked butt" in gainig share....

BBG





To: Labrador who wrote (100919)2/16/1999 6:26:00 PM
From: Dell-icious  Read Replies (2) | Respond to of 176387
 
Rick Schutte (?) Goldman Sachs analyst:
1) Optimal balance between top line vs bottom line in Q4: TM: negative in terms of opportunity missed in growing top line, not aggressive enough.
2) Market share gains: TM: DELL flat out kicked butt and gained share!
Dell-icious