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

To: Grant who wrote (102027)	2/17/1999 3:30:00 PM
From: John Hauser	Respond to of 176388

"S&P Maintains Buy Opinion on Dell Computer" personalwealth.com Standard & Poor's maintains its 5 STARS (buy) recommendation on shares of Dell Computer (Nasdaq: DELL - news) after the company reported fourth quarter earnings per share of $0.31 versus $0.20, meeting Wall Street's mean estimate. However, analyst Megan Graham-Hackett notes that DELL's revenue, up 38% to $5.2 billion, was $200 million below her estimate, and she trimmed her fiscal 2000 (Jan.) earnings per share estimate by $0.02 to $1.53. Word on the Street brings you comments every trading day from Wall Street's top equity analysts on stocks or industries that are moving significantly.

To: Grant who wrote (102027)	2/17/1999 3:30:00 PM
From: vip	Read Replies (1) \| Respond to of 176388

Grant: I dont think so. Even Ashok Kumar is saying that DELL is a leader in e-commerce and they have the best balance sheet in the industry. He was saying that compaq, hwp have 3/4 weeks of inventory and DELL has only 6 days. The price you are talking will see after the split and not before. Regards,

To: Grant who wrote (102027)	2/17/1999 4:52:00 PM
From: JAMES BORECKI	Read Replies (3) \| Respond to of 176388

<<Niles might be in a little high. According to Smart Money , Dell is worth 50.00.>> According to Smart Money how much is AOL, Lycos, Excite, Yahoo, Amazon, "worth"? :-) JimB

To: Grant who wrote (102027)	2/17/1999 5:41:00 PM
From: David Harker	Respond to of 176388

>According to Smart Money , Dell is worth 50.00. EDIT: Glad to see in post 102038 that you are long Dell... More on the Smart Money article: Smart Money highlighted 10 superb stocks for the next several years, then tried to arrive at a good buy price. I think most of us agree that $50.00 is a good buy price for Dell. details: They analyzed the last 5-yrs typical hi-lo P/E range, etc, relative to the P/E's of the broader market at the time - ie, how much premium over the market have each of these companies typically sold at. Taking the average of that premium gives a good buy price (to them). Ie, they tried to keep it to a fairly objective process based on past stock valuations vs. market valuations.