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

To: Chuzzlewit who wrote (115551)	4/9/1999 12:08:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

BTW-Kumar is looking for unit growth of 53%, revenue growth 40% (to 5.5B%)...about what you are looking for...being the optimistic sort, I look for Dell to grow revs in the 42-43% y-o-y (to 5.57-5.6B) range, but 45% would certainly seem to be too much to expect, especially given some (overall) weakness in the quarter....IMO, for the short-term stock price, Dell can not afford this quarter to grow revenues (again) y-o-y at 38% or below......I think management knows that, and has aggressively gone for revenue growth this quarter...(even at the expense of profit growth).. Inflation data is just unreal here....for all of us, that is BIG, BIG news...dead inflation means high PE stocks will look more & more attractive (or less scary, whatever the case may be...)

To: Chuzzlewit who wrote (115551)	4/9/1999 3:42:00 PM
From: TREND1	Read Replies (1) \| Respond to of 176387

Chuzz Sure glad you fundamental guys are studying this $8 call on $2,000 vs $999 pc's Larry Dudash ............................................... Friday April 9 11:08 AM ET Dell To Push Low-Cost PCs NEW YORK (AP) - Dell Computer Corp. (Nasdaq:DELL - news) plans to expand its presence in the low-cost home computer market, offsetting the lower profit margin on those machines by selling more add-on products and services, the company told Wall Street analysts. ........ Dell will also expand its services on the Internet to lower its service costs, the Journal reported. Chief Executive Michael S. Dell said the company estimates it costs $3 to $8 for every call made to its technical-support center. It recently began offering self-help aids and encouraging customers to exchange technical information on its Web site. The Internet aids have reduced the number of phone calls 25 percent, Dell said. ............................