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

To: Sig who wrote (105923)	3/1/1999 11:32:00 AM
From: wlheatmoon	Read Replies (2) \| Respond to of 176387

You guys don't seriously think that you can buy enough DELL computers to make a difference do you?

To: Sig who wrote (105923)	3/1/1999 11:36:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Sig: get a load of this, 1% annual growth is a buy ! Monday March 1, 11:17 am Eastern Time RESEARCH ALERT - Hewlett-Packard raised NEW YORK, March 1 (Reuters) - J.P. Morgan said Monday it raised Hewlett-Packard Co. (NYSE:HWP - news) to a buy from a market perform rating. -- set price target of $85 per share. -- last quarter's earnings performance was $0.92, $0.10 ahead of J.P. Morgan's estimate. -- said operating leverage has been the company's largest hidden asset. Its value will stand out once revenue growth begins to accelerate on the strength of improved economic conditions and better execution in Unix. -- Shares were off 1-3/8 at 65-1/16 on Monday.

To: Sig who wrote (105923)	3/1/1999 11:43:00 AM
From: Zeem	Respond to of 176387

-=OT=- Hi Sig, Still holding a "butt load" of Dell, Mohan threatened to beat me up if I sold last summer (VBG)! Been traveling out of country for awhile (hiding from Mohan).

To: Sig who wrote (105923)	3/1/1999 11:51:00 AM
From: Mohan Marette	Respond to of 176387

Dell's YOY Server growth rate (U.S) at 95.3% says Dataquest. Sig: In case you didn't know. PS: Say I thought you were in the cave and not buying anything? You are the sneaky one ain't ya?<g> =========================== Table 1 U.S. Server Revenue Estimates for Fourth Quarter 1998 (Millions of Dollars) Company Rev-Q4/97 Mkt-Share(%)-Q4/98Rev-Q4/98Makt-Share(%) Growth (%) IBM 1,346 29.1 1,351 30.5 0.3 Compaq 711 15.4 744 16.8 4.6 HP 580 12.5 685 15.4 17.9 SunMicro 476 10.3 572 12.9 20.3 Dell 128 2.8 250 5.6 95.3 Others 1,389 30.0 832 18.8 -40.1 Total 4,631 100.0 4,433 100.0 -4.3 Source: Dataquest (December 1998)