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

To: t2 who wrote (120438)	4/24/1999 1:36:00 PM
From: Ex-INTCfan	Read Replies (1) \| Respond to of 176387

tech2000, I'd say 48 is in the right ballpark. 49 would be a 40% rise off the double-bottom, which seems in keeping with recent such events. INTCfan

To: t2 who wrote (120438)	4/24/1999 1:42:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

tech2000: I have no idea about the price,I know one thing though and that is the higher it is the better I like it.<g>

To: t2 who wrote (120438)	4/24/1999 2:44:00 PM
From: Sig	Respond to of 176387

<<< Anyone have an idea of where Dell would be by earnings. Given IBM and Gateway earnings (as well as Intel and MSFT), we may be in for an earnings run up. I bought into Dell options. My guess is about 48.>>> Sure, I sometimes do a bit of figuring... April 50 to 58 ( we only got to 48 momentarily) May 54 to 66 June 59 to 72 July 70 to 78 Aug 84 No use going beyond Aug because we don't know the magnitude of the October dip. As an options player, it doesn't matter if we get those perhaps optimistic figures, but the trend is up. Your 48 looks very achievable. For Larry D. I am curious as to whether you have seen the Stein-Morse Paradox on statistics from an old Scientific American.? It generally discusses a return to averages- in the case of a ballplayer hitting above or below his yearly average If his average last year was .300 and he is now hitting hitting .111 then hes due for a hot streak which will bring his average up. The same could be said for a jockey's winning percentage. Dell sales increase was a bit below normal last quarter Hmmmmmmmmm. IMO this represents the problem analysts have when continueing to rate Cpq higher than Dell. Cpq looks bigger and stronger and more experienced and therefore should win despite having a terrible average last year? Comparisons don't work well, the two companies appear to be similar players but they are playing a different game on the same ballfield. Direct vs indirect, efficient vs desperately trying to be efficient. Sig