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

To: TREND1 who wrote (117454)	4/14/1999 2:53:00 PM
From: David Harker	Read Replies (1) \| Respond to of 176387

>Please give a brief summary of the fundamental changes for DELL, >since DELL traded at 55. None. The following 2-yr chart shows that there is a clear average slope in Dell's price appreciation. The 55 price was clearly a parabolic, abnormal high, and the current price is a bit below that avg. slope. iqc.com

To: TREND1 who wrote (117454)	4/14/1999 3:04:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

There are a lot of changes: First, Dell reported lower than expected revenues. Second, Compaq has issues a series of warnings, claiming softness in enterprise and severe pricing pressure. Third, analysts have been warning of Y2K lockdowns Fourth, IDC sees no abatement in the downward spiral of PC prices Fifth, Dell unveils gigabuys.com Sixth, Dell initiates an aggressive push towards entering the consumer market Seventh, IBM and Dell seem to be in the preliminary stages of a mating dance Eighth, Michael Dell and Co. says sales are good. Pricing pressure? what pricing pressure. Sees industry growth at 14% Ninth, Ziff Davis reprots that Dell is taking corporate sales from Compaq Finally, Intc reports fairly anemic growth in sales (18.3% y/y) Hope that's enough. There is a lot more, but those are some of the highlights. Sinc most of the stories are negative it is not surprising that Dell is down. This can turn on a dime when earnings are published. TTFN, CTC