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

To: jhg_in_kc who wrote (101092)	2/16/1999 7:33:00 PM
From: JRI	Respond to of 176387

Re: Conference call...I agree that MD and TM were realistic, but they were also upbeat....in a few days, the dust will settle around here, and the long-term uptrend will continue...Bears smell blood here..trying to encite more panic-selling... Even Kumar sees Dell as a buy at 80..

To: jhg_in_kc who wrote (101092)	2/16/1999 7:39:00 PM
From: Diamond Jim	Respond to of 176387

Message 7854974

To: jhg_in_kc who wrote (101092)	2/16/1999 8:02:00 PM
From: Mohan Marette	Read Replies (4) \| Respond to of 176387

Q4 Results - You mean this is not good 'enuf'??????? Look at it again carefully,you still think this is not good enough? Does it look like chopped-liver?<vbg> I like it,I am sticking with them. (in millions, except per-share data) Q4 FY'99 Q4 FY'98 YOY FY'99 FY'98 YOY Growth Growth Net Revenue $5,173 $3,737 38% $18,243 $12,327 48% Oper. Income $595 $397 50% $2,046 $1,316 56% Net Income $425 $285 49% $1,460 $944 55% EPS $0.31 $0.20 55% $1.05 $ 0.64 64%

To: jhg_in_kc who wrote (101092)	2/16/1999 8:29:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

jhg: Sorry to hear that you are lightening up on DELL. I have more shares today than I ever have had. I am going to stick with Michael and his team. I have to head to a dinner program tonight. I'll make some more comments on DELL later...A few other great companies have disappointed and come back STRONG (eg. INTC, ORCL, and INTC). Here is another review of the conf. call from "the Fool " thread: <<The conference call was interesting. MD and TM kept stressing that they grew on the order of multiples to the likes of GTW and were the fastest growing PC maker in the business - bar none. European growth, Asian growth, Americas growth. Meredith admitted they probably could have done something to get another 200 million in revenues this past quarter which would also have added another penny to EPS. However, he stressed that it's an art - not a science when it comes to pricing. They were very happy that they spent so much time winning contracts and positioning themselves for future long term growth rather than concentrating on trying to squeeze out to much '4th quarter related growth'. Coming out of the latest quarter, they are the best positioned that they have been in a long time because of the long term corporate accounts they have one. They are winning almost 1 of every 2 accounts when they get to the final 'list' of a customers choice which is a better win rate than they have ever seen. Part of the revenue expectation by the street and by Dell itself for the 4th quarter was based on what was happening in the 3rd quarter in terms of pricing and their contracts. Pricing pressure and other things going into the 4th quarter meant that the 5.5 revenues were not met. They were honest and Meredith stated their disappointment in not meeting their own goals let alone the Street. They will make some adjustments in the 1st and 2nd quarter in the 'art' and try to meet their goals. Meredith also mentioned the stock split was a choice to support their belief that they have great optimism for the future growth of the country. Oh yeah, he also said one line something about 'we flat out kicked butt'. I could go on, but based on the questions asked and the after hours trading it appears their is a lot of unhappy people. Pretty incredible growth in an industry that looks very healthy for 1999 and 2000.>> I'm in the Silicon Valley this week looking for the next DELL. Hmmmm..I know that Kemble would tell me that I should head down to Austin ..!!!! IMHO, DELL will RISE again....and I'll be on board when that happens. Regards, Scott