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

To: JRI who wrote (121275)	4/30/1999 1:11:00 AM
From: GRANOLA	Read Replies (1) \| Respond to of 176387

john, i agree completely with you here...and i doubt that dell has ever shown a "triple bottom" before a strong leg up...i'll settle for double, we're done, we're goin' up from here...the writing is on the wall...idc didn't include april, april was much better than jan...the #s will be spectacular, no one expects a split so they won't be disappointed that there isn't one announced with earnings, emachines is apples, dell is oranges, no worries, no issues, and NO ONE REMEMBERS THAT THE NEXT SHOE HAS YET TO DROP WITH IBM/DELL DEAL...icing on the cake. just my musings too...i take them with sugar on top.:)

To: JRI who wrote (121275)	4/30/1999 9:26:00 AM
From: Gabriel008	Respond to of 176387

John, good to hear from you. The move is almost complete. Thank goodness - I was going crazy. I also installed a new satellite dish system - Direct TV. Now I receive CNBC, Bloomberg and CNNfn. Talk about information overload or, more precisely, noise overload <g>. Anyway, on the IDC front their research is reported strictly on a calendar quarterly basis. That is, Q1 refers to the January to March period. And, this includes DELL for the same January to March period. They have to do it this way otherwise the market share comparisons would be meaningless. In my calculations for DELL's Q1 - i.e., February to April I have revised my estimate to 2.60 million units. This is based on the simple fact that the April period will be much higher than the January period - probably by as much as 350,000 units. However, as I stated before, I expect DELL management to manage these earnings and push excess unit volume into May. I am now looking for 17.6 cents earnings [$483 million after tax]. Best Regards, Gabriel