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

To: mrnaive who wrote (121982)	5/3/1999 5:26:00 PM
From: Fred B.	Respond to of 176387

Hello all, I think that this quarter's earnings are going to be important not only for DELL but for the whole tech sector. With the massive rush to buy toilet paper, techs have languished for three weeks now. They need a solid report from a tech heavyweight to catch up with the DOW and the only techs left are DELL and HP. I am looking for a solid report from DELL and a not so bad report from HP(the street has got used to bad reports from HP!!). This might sound strange but I am actually glad that DELL disappointed on the top line last quarter. It greatly reduced expectations for the next few quarters. Personally , I am guessing a %43-45 increase in revenues with .17 in earnings and positive forward guidance. That should be enough to maintain it in the high 40's to low 50's and also give a hand to techs. .18 or .19 will be enough to vault the techs to the forefront again.