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

To: D. Swiss who wrote (106259)	3/2/1999 5:10:00 PM
From: Frank Ellis Morris	Read Replies (5) \| Respond to of 176387

>> This INTC analyst downgrade business is all Bullsh*t. The anal-ysts did not get guidance from IR. INTC clearly indicated that sales would be seasonally down this quarter (excerpt from earnings release)<< There is obviously a wide a spread conspiracy to drive the tech stocks down and we probably will continue to see one assault after another day after day. The fund managers want to get shares at depressed prices. It is hard to watch the debacle from day to day and we probably should not do so. I have never been in any stock that from time to time does not fall from grace and is beatened up by manipulators who have their agendas. Frank

To: D. Swiss who wrote (106259)	3/2/1999 5:18:00 PM
From: GRANOLA	Read Replies (1) \| Respond to of 176387

agreed, drew. i just reposted your note on the intel thread, although it is somewhat repetitive to a previous post. the seasonal trends are obvious to those of us who pay attention and follow these stocks, as is the fact that amd is like an ant at a picnic (plus the stats only covered RETAIL sales)... but overreaction to news seems to prevail in this directionless market...too bad for those who are selling, since both intel and dell will turn around with a vengeance. if i didn't own so much intel already i'd be buying now...spent all i could on more dell and intel through today...now just wait and see or, if the overreaction continues, time for some margin buys! BTW, not too many note that PIII availability should backload 1st Q results for Dell and Intel (ie. March should be a lot stronger than jan/feb when everyone waited for the PIII to ship)...I'm counting on that. One thing I believe is that neither Dell nor Intel are asleep at the helm, and they have many moves left IMO. Take care, GR

To: D. Swiss who wrote (106259)	3/2/1999 5:38:00 PM
From: SecularBull	Read Replies (2) \| Respond to of 176387

COMS pre-announced...3Com Announces Preliminary Third Fiscal Quarter Results; Sales Expected to be Between $1.410 Billion and $1.415 Billion SANTA CLARA, Calif.--(BUSINESS WIRE)--March 2, 1999--3Com Corporation (Nasdaq:COMS), a leading global networking company, today announced that sales for the third fiscal quarter ended February 26, 1999 are expected to be between $1.410 billion and $1.415 billion. Sales in this range would most likely result in net income from ongoing operations of approximately $.23 per share. "Our seasonally weak third quarter was exacerbated by several factors," said Eric Benhamou, 3Com's chairman and chief executive officer. "An unexpected slowdown in the U.S. and Latin American enterprise markets, a weakness in the traditional two-tier distribution channel, and lower than expected PC OEM sales all contributed to third quarter results. In addition, adherence to our channel inventory management practices required that we curtail the rate of our product shipments into the channel. While we are clearly disappointed with these preliminary results, they reflect a significant improvement over sales of $1.25 billion and pro forma net income of $.02 per share(1) reported in the same quarter a year ago." The company expects to report complete third quarter results on or about March 23, 1999. The information in this release regarding expected third quarter results is forward-looking and preliminary. Actual final results for the quarter could differ, depending on the following factors: accounting adjustments made during the course of closing the quarter and the roll-up of actual financial data from the company's various business units and geographies worldwide. For a more detailed discussion of these and other risk factors, interested parties should review the company's SEC reports, including 3Com's Form 10-K for the year ended May 31, 1998 and the Form 10-Q for the quarter ended November 28, 1998. About 3Com Corporation With more than 200 million customers worldwide, 3Com Corporation connects more people to information in more ways than any other networking company. 3Com delivers innovative information access products and network system solutions to large, medium and small enterprises; carriers and network service providers; PC OEMs; and consumers. 3Com. More connected.(TM) For further information, visit 3Com's World Wide Web site at www.3com.com or the press site at www.3com.com/pressbox. 3Com is a registered trademark and More connected is a trademark of 3Com Corporation. (1) Pro forma net income excludes a net reduction of approximately $9.9 million to merger-related charges associated with the acquisition of U.S. Robotics in June 1997. Including this adjustment, net income was $13.9 million, or $.04 per share CONTACT: 3Com Investor Relations Shirley Stacy, 408/326-6301 Shirley_Stacy@3Com.com or 3Com Public Relations Leslie Davis, 408/326-7187 Leslie_Davis@3Com.com >>>>> *Consensus was* $0.36.** LoD