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

To: Stonehenge who wrote (116226)	4/11/1999 2:50:00 PM
From: Indelible	Read Replies (3) \| Respond to of 176387

Stonehenge,personally I think Dell will see it's low in pre-market.If it hasn't already in after market.If the trend is down I'll look to add at 38,but there's heavy technical resistance at 40.That's where a lot of institutional buying came in at recently.Long term,I'd buy at any price in here.No,we will not see another 250% year.Not with 2.5 billion shares out.However,with projections of solid 40% growth,as the best management team in existence transitions more and more into servers,storage and service as stated last Thurs.,I think 100-150% by next Feb. is certainly doable.That would give a price in the 75-110 range.jmho.

To: Stonehenge who wrote (116226)	4/19/1999 12:26:00 PM
From: HerbVic	Respond to of 176387

IMHO Dell is pretty fairly valued at these numbers over the short term. Keep in mind that it is and will continue to be a favorite on the street unless the company stumbles. The industry wide problem is mostly a precipitate of the Y-2K issue. Companies with high volume computer sales to corporate business will see orders fall off this year as budgets are diverted to compliance issues. DELL is affected, but only in slowing their remarkable growth somewhat. CPQ is hit hard by Y-2K cutbacks as well as margin squeeze. GTW (fill in the blank) I understand they sell mostly to consumers. AAPL, having no compliance issues, and selling mostly to the Mac faithful, is only feeling the budgetary pinch in their efforts to penetrate the corporate sales market. I think there is blame to be assessed here over the Y-2K fiasco. Intel and Microsoft are just two of the many companies that are responsible and should be held accountable. HerbVic