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


To: Buster O. Hype who wrote (101223)2/16/1999 9:31:00 PM
From: JRI  Read Replies (1) | Respond to of 176387
 
Buster- Dell beat estimates by .01 last quarter (mistake one)
1st quarter rev. growth is always in mid-single digits(mistake 2), so projected a yearly growth rate of 30 off of this does not make sense.......first half of year always slower than 2nd...it is obvious that you have done a quick study on Dell, but are not totally familar..

Despite short-term weakness, Dell is poised to have an excellent 1st half of year...no way the mutual funds will not be buying in the 70's...even Dell's worst critics (analysts) were looking for 80 to buy..and they will...



To: Buster O. Hype who wrote (101223)2/16/1999 9:45:00 PM
From: Hector  Respond to of 176387
 
re: Dell is a great company, a great stock, and WAS A GREAT MOMENTUM PLAY. Now, the momentum guys are packing their stuff, looking for the next great one.

This is the most important part of your statement. I'm sure most of these guys glossed over it and will only understand its relevance to Dell's stock price, after most of their accumulated profits are gone.