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

To: jim detwiler who wrote (101568)	2/17/1999 8:03:00 AM
From: Craig A	Respond to of 176387

PRU? Prudential?

To: jim detwiler who wrote (101568)	2/17/1999 8:03:00 AM
From: abraves	Read Replies (1) \| Respond to of 176387

Anybody have any pre market quotes......

To: jim detwiler who wrote (101568)	2/17/1999 8:07:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

Thanks for the summary from Prudential..seems fair and even-handed....Price targets are set to be broken, so the $90 is not a big worry...What is important is "the strongest (sales) pipeline in years (for Q1), and 2 big orders being bumped into Q1"..."Very robust outlook": Meredith Expectations lowered, more room for Dell to beat on the upside...It will be challenge (as always), but I'd say Dell has a pretty good track record on this (this past quarter not withstanding)....Thanks for helping put things back into perspective...

To: jim detwiler who wrote (101568)	2/17/1999 8:58:00 AM
From: Mohan Marette	Read Replies (4) \| Respond to of 176387

That Kimberly Alexy of Pru is some' ain't she-And she ain't no prude either. Jim: Best analysis I have read since the Starr Report (no that couldn't be).<vbg> Love it,to the point and concise. I thought the following comments form Kimberly Alexy of Prudential pretty much sums it up.Way to go Kimberly. ================================ Excerpt from the Purdential Report on Dell courtesy Jim Detiler. =============================== ..Once again, Dell demonstrated strong working capital efficiencies - reducing inventory days to 6 from 7 and decreasing DSO to 37 from 41. The company also generated $750MM in CFO and increased cash balances by $384MM after repurchasing 15MM shares of stock. The company announced a 2/1 stock split effective March 5. Outlook and Investment recommendation With a strong pipeline of orders built and corrective pricing actions taken during the Q4, Dell is well positioned entering Q1. Expectations are for Q/Q revenue growth of approximately 5% to $5.5B - in line with normal seasonal trends. We are modeling FY00 revenue growth of 39% to $25B in line with our prior estimates. Management remains optimistic about the prospects for accelerated Y2K buying to drive incremental growth at large corporate customers in the 1H and in small/medium business customers in the 2H. Gross margins are expected to decline in line with management's objective to leverage improved opex scale and maximize top line growth. We are modeling GM erosion from 22.4% in the 4Q to 22.2% sequentially and scaling down to 22%. We are modeling opex/sales of 11.0% vs. the 10.9% achieved in the 4Q. We remain comfortable with our EPS estimates for both FY00 and FY01. .................. We firmly believe the advantages of the model remain intact and that management has refocused and is well positioned entering 1999. We still believe Dell maintains the strongest growth prospects of the group and is best positioned to drive superior revenue and earnings growth gains. We believe the correction in the shares over the past 2 days (including after-hour trading hours) has largely corrected for this outlook. We would use additional weakness in the shares as a buying opportunity.............. ======================== That there pretty much sums up the situation,anybody panics and dump this baby should be ashamed of themselves. Man, I love a smart woman.