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

To: jbn3 who wrote (117197)	4/13/1999 7:16:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Thanks Bachman....Those ANALyst reports are useful - and even enlightening at times <GG>...Its nice to know how they are thinking. I really liked the following Deustche Bank comments: <<* We believe the most important take-away from Dell's analyst meeting is that end-user demand continues to remain healthy and that the company's first quarter, ending April, is on track to meet the consensus estimate of $0.16 per share. Consequently, we are leaving our fiscal year 2000/2001 sales and earnings estimates unchanged at $24.3 billion/$32.6 billion and $0.70/$0.95, respectively. * Importantly, management's commentary supports our thesis that many of the PC demand fears and concerns that arose earlier in the quarter were primarily a result of channel dislocation and indirect vendor woes. Indeed, the fact that Dell didn't see any slowdown during this period leads us to believe that Dell took more than anticipated market share from its indirect competitors.>> ------------------------------------------------------------------------------------------------------------ DELL is still on track to DELIVER outstanding results. Best Regards, Scott