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

To: freeus who wrote (102038)	2/17/1999 3:48:00 PM
From: Frank Ellis Morris	Respond to of 176387

>>Last August when I did that panic sell because my margin account had approached 39% equity (I still had 9% to go so I panicked when I didnt have to but....) Dell was at 50 vs now its (stable I think) at 80. thats 60% in six months.<< We have 15 minutes to go and I do not feel good about the way the market is plunging. Lets see if Dell stays at 80 or above at the close??? I would be very much surprised if it did?? Microsoft is getting smashed. If Microsoft is not safe with its blow out numbers then what is?? Frank

To: freeus who wrote (102038)	2/17/1999 4:35:00 PM
From: t36	Read Replies (1) \| Respond to of 176387

hi freeus, i just heard something very interesting on the bloomberg station..one of the analyst said that in another sector if any stock came in with dell's earnings and revenues , the stock would have gone up 10% instead dropped..techs are so competitive..

To: freeus who wrote (102038)	2/17/1999 5:49:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Dell- Mark these words and remember it, if at all possible. Freeus: Here are some comments from various interested parties regarding DELL, some comments are particularly noteworthy as you will see.There are very obvious clues as to what the the future looks like for DELL. ============================ ''Investors will be surprised by the bounceback they see next quarter,'' said Tim Ghriskey, a portfolio manager for New York- based Dreyfus Corp., which held 1.76 million Dell shares as of Dec. 31. ''This is a high-growth stock (and) it deserves a substantial premium.'' Compaq, for instance, had a 2 percent increase in fourth- quarter sales, while International Business Machines Corp.'s climbed 5.9 percent and Hewlett-Packard Co.'s inched up 0.8 percent. ..................... Yesterday, Dell Chief Financial Officer Tom Meredith said the company's sales fell short of its internal projections. Sales could have increased by as much as $200 million if the company had been more aggressive in bidding on corporate accounts. ................ Dell Chairman Michael Dell told Bloomberg Television he expects the company's sales growth, which was about three times the industry's in the fourth quarter, to continue. ''The opportunity for Dell to outgrow the industry is a strong one,'' Dell said. Dell, based in the Austin, Texas, suburb of Round Rock, also unveiled a two-for-one stock split yesterday. Net income for the period ended Jan. 29 matched expectations, rising 49 percent from the year-earlier period to $425 million, or 31 cents a share. Investors Investors in Dell, the best-performing stock in the Standard & Poor's 500 Index for the past three years, have benefited as shares increased almost 1,000 times from a split-adjusted low of 3/32 in 1990. Given that performance, some investors are taking the recent decline and the slowing sales growth in stride. ''It's the law of large numbers. The company is entering a phase in its life cycle that's going to be a little slower than we're used to,'' said Trent May, a portfolio manger for Invesco Funds Group in Denver, which owns 326,000 Dell shares. May predicts Dell will be ''one of the more compelling buys of the year,'' although he intends to wait a few months before buying more shares. Dell stock touched a record this month after more than tripling during the past year. The company's shares fell 7.6 percent on Nov. 13, after Dell reported a 51 percent increase in fiscal third-quarter revenue. (Courtesy:Bloomberg)