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

To: Gabriel008 who wrote (104051)	2/22/1999 11:22:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Gabriel, DELL needs sequential growth of 270 K units to resume its previous growth. If they had a 100K in their pipe at the start of the quarter, I think they can make it if they pull out the stops. Jim Kelley

To: Gabriel008 who wrote (104051)	2/22/1999 11:29:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

As always, I am rooting for you to be right (.18) but my German blood (Can you say "Schadenfreude"....a uniquely German concept which explain why the German can't really, sincerely laugh out loud at a good joke, among other things) disallows from believing best-case scenarios in anything... So, I am sticking with .17, 45% revs growth, 45-50% earnings, and 55% EPS....We'll keep in touch...(My, we are getting earlier and earlier on these things..)

To: Gabriel008 who wrote (104051)	2/23/1999 6:30:00 AM
From: Key West	Read Replies (1) \| Respond to of 176387

Gabriel, Dell's share price breakdown in the last 10 days was due mainly to its failure to meet market revenue expectations, and partly due to general market malaise. The favorable monetary policy conditions that currently exist ensure that massive amounts of liquidity remain in the system, and while this liquidity may go to the sidelines temporarily, it will not leave the equity markets anytime soon. For this reason, one can never underestimate how quickly sentiment can turn. The relatively quiet volume on Dell the last three sessions or so indicate that siege mentality is ending. Another excellent sign that "Dell is not done" is the absolute failure of Compaq to attract any of the momentum money that left Dell these last few days. Also, in all this re-distribution, there was little or no mention of the fact Dell is splitting. Lastly, Dell's trademark $5.00 or so move yesterday in the market's first good day in weeks bodes well for the fact that Dell and the markets are far from done. Regards, Gene