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

To: Grant who wrote (103268)	2/20/1999 9:36:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

WOW Barrons !!!!!!!WHO KNEW? Grant: First of all thanks for that no nonsense article from Barrons on Dell. I would have never thought they were capable of doing such a fine article on DELL considering their track record on DELL. If I recall correctly they have been pretty hard on Dell over the years,probably this is the first time they are writing anything about the company which is closer to truth than fiction in a long time. WHO KNEW? Thanks again.

To: Grant who wrote (103268)	2/20/1999 12:16:00 PM
From: 800Mrunr	Respond to of 176387

Just went long on Dell last week..hope it was a good entry point. I've been reading all the postings....very interesting! I think this is a great company and I am happy to jump in. The Barron's article was great..What do all you old "pro's" think it will do next week?

To: Grant who wrote (103268)	2/20/1999 12:52:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Grant, Fascinating -- a bullish article on Dell from Barron's! Next thing you know Fleckenstein will claim he likes the stock and Michael Burke will declare technology the place to be. Generally a good article, although I think it does overemphasize the role of Dell's competitors in adopting BTO models. All kidding aside, Barron's doesn't get it about the drop in Dell's prices. The big run up wasn't fueled by expectations of a blowout quarter (although I expected one) so much as momentum guys who know nothing about the company save that the price of the stock tends to move rapidly shortly before earnings announcements. So the drop of $30 is really from an artificially high point. TTFN, CTC

To: Grant who wrote (103268)	2/20/1999 2:48:00 PM
From: stockman_scott	Respond to of 176387

Grant: I really like the following passage from the DELL article in the latest Barrons: <<Like most great strategies, says Merrill's Milunovich, Dell's direct model looks simple and easy to copy. But a lot happens at training camp that rivals can't see. That's where the late light-heavyweight champ Archie Moore guarded the secrets of his "breathology" and ate his aboriginal diet behind a curtain. Dell's been at it 15 years, says Milunovich, and remains purely focused on PC direct sales, unlike diversified rivals IBM and Hewlett-Packard. Even at 40% annual sales growth and slightly lower margins, says the Merrill analyst, Dell could earn $1.45 for the current January 2000 fiscal year. Dell merits a 45-times multiple on his $2 estimate for fiscal January 2001, he thinks, for a current stock value of $92 a share. (These per-share numbers will be halved, of course, when adjusted for Dell's coming split.)>> DELL will continue to prove that they are the next DELL !!! Have a good weekend. Regards, Scott