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

To: Jill who wrote (124514)	5/13/1999 5:28:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Jill, the internet is at the heart of why Dell is profitable, and it isn't gigabuys.com that's driving it. It is the ability to move large amounts of inventory in short periods of time without human intervention. It is the ability to precisely coordinate drop shipping with Sony, and the ability to get parts on a JIT basis. The failure of companies like Compaq, HP and IBM to emulate Dell is what has mad Dell preeminent in the PC niche. It is the same thing that Cisco has done in their niche. TTFN, CTC

To: Jill who wrote (124514)	5/13/1999 6:51:00 PM
From: Alohal	Read Replies (1) \| Respond to of 176387

Jill and All: I think that what we are seeing is the natural caution of the naturally cautious big money. Dell disappointed last Q with "omly" 38% earnings growth. The same thing seems to have played out with both IBM and CSCO, big money nervously waiting on the sidelines to see the numbers, especially in light of all the overblown hype about PC slowdown and valuations in large cap techs. However, once IBM and CSCO put up the numbers AND had very upbeat forecasts, the money began to move decisively. I don't expect to see much above 47 pre-earnings, but I do expect to see some good upward movement after the numbers on Tuesday. If the CC is very upbeat, I expect to see big movement. BTW I do believe both the numbers and the forecast will be very very good. Dell management has had multiple opportunities to dampen expectations, instead they can barely restrain themselves from shouting "great quarter" (they have learned quickly from last quarter!)Even if EPS is "only" .16, that is still a 45% y-o-y gain. Every penny above that = 9% more. JMO. Cheers and aloha.