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

To: stockman_scott who wrote (102908)	2/19/1999 5:57:00 AM
From: Mark Peterson CPA	Read Replies (1) \| Respond to of 176387

Stockman Scott, here's an update about trading in DELL options: 02/18 16:39 PHLX sets one-day volume record in Dell options CHICAGO, Feb 18 (Reuters) - The Philadelphia Stock Exchange (PHLX) on Thursday said its volume in Dell Computer Corp. [DELL-news] options hit a record of 212,212 contracts on Wednesday, representing a 17 percent increase over the previous volume peak set on Jan. 6. The exchange said that year-to-date volume for Dell options remains on track to set an all-time high, with volume already exceeding 2.4 million contracts. Dell options, which trade on the PHLX's trading floor, use technology provided by the American Stock Exchange. Philadelphia earlier this week implemented a new trade processing technology floor-wide, called X.Station. "With our new technology, X.Station has supported heavy trading volume and quote volume in all PHLX equity options," Jamie Farmer, vice president of marketing, said in a news release.

To: stockman_scott who wrote (102908)	2/19/1999 8:48:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

"Don't kill the goose",please-Ashok Kumar -Damn now he tells'em><g> Scott: It appears all is well in Delldom,NO? ============================================ Feb 19, 1999 I.I. Upgrades Dell to Buy After Sell-Off We don't mean to confuse anyone folks. We are simply trying to make you money. Dell Computer's (NASDAQ:DELL - news) fourth quarter results gave investors less than what they were hoping for and the stock took a dive Tuesday in after-hour trading. Now trading at about $80, the PC direct distributor's shares are very attractive. So attractive, in fact, that we are upgrading the stock to a 'buy,' considering the stock has already pulled back 15% from $94 on Friday, when we downgraded the stock to a 'sell.' Additionally, a swarm of investment firms are maintaining their rating at 'buy,' including Piper Jaffray, Gerald Klauer, ING Baring Furman and Warburg Dillon Read. SG Cowen reiterated a 'strong buy' and Goldman Sachs reiterated Dell on their 'recommended list.' Dell showed top line growth of 39%, versus prior years of 56%, and as Piper Jaffray's Ashok Kumar said, "they can afford to skip a beat once in a while." From an investment standpoint, he notes that Dell's 194%, five-year compounded return will keep investors coming back for more over the long-term. "Don't Kill the Goose" "You don't kill the goose that will lay the golden egg," Kumar adds. While he anticipated this selling pressure with "the competitive landscape is getting tougher," the news looks to be factored into the stock price already. Bottom line: At current levels Dell is a buy. By Craig Schneider Updated 2/17/99 with Dell at $80.94 Recommended 11/16/98 at $63.19

To: stockman_scott who wrote (102908)	2/19/1999 8:52:00 AM
From: Jock Hutchinson	Read Replies (2) \| Respond to of 176387

These 12 month price targets on DELL are absolutely anemic--almost all at 90. Given the risk -eward ratio, it would seem to me that now is the time for the long-term holders of DELL to exit stage left. One must remember that there is a real possibility of significant multiple retraction, with virtually no chance of multiple expansion. I stand by my statement that DELL has already seen its 12 month high. By the way, I truly enjoyed my 20% return on a two day short trade. Am looking to short DELL stock when it becomes overvalued again, and of course I will be a buyer when it is oversold. However, this isn't going to that great a trading stock like a MU, simply because there is greater volatility in the semi sectors.