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

To: stock bull who wrote (124916)	5/14/1999 9:39:00 PM
From: KM	Read Replies (1) \| Respond to of 176387

I think they would have warned as well. In fact, I stayed short a long time waiting for that to happen.

To: stock bull who wrote (124916)	5/14/1999 9:53:00 PM
From: stockman_scott	Respond to of 176387

For those Who may Wonder about DELL this Quarter.....Read this Carefully... Message 9539405 <<We expect 42% revenue growth, which is relatively optimistic -- We expect DELL to meet or slightly beat our consensus EPS estimate of $0.16, up 45% from last year's $0.11. Contacts have become very tight-lipped since last quarter's leaking of results but our sense from the marketplace is that the company succeeded in using pricing to accelerate top line growth from last quarter's 38% y/y level. Our relatively aggressive revenue forecast is $5.5 Billion, up 42% from last year's $3.9 Billion. The Street will likely take top line growth in the low 40's or above as a positive. We assume units grow 58% and that ASPs decline 10% y/y and 5% sequentially. We could see quite a bit of variance around our unit and ASP assumptions but view overall revenue growth as the overriding issue.>> -- Montgomery Securities DELL will DELIVER. I am going on record tonight. NationsBank Montgomery agrees with me. IMO, they have quite conservative estimates. I could see DELL beating the .16 EPS estimate by 2-3 cents and delivering y/y sales growth over 45%. Don't bet against MSD. Best Regards, Scott

To: stock bull who wrote (124916)	5/15/1999 10:23:00 AM
From: Lee	Read Replies (2) \| Respond to of 176387

SB,..Re:.Of course, they failed to pre-announce the revenue shortfall for the last quarter. So, one can never be sure how these things will turn out. Sometimes it's not apparent there will be a shortfall until the quarter has actually ended. Also, sometimes the quarter ending corresponds with the beginning of the quiet period. If they don't deliver this quarter, I think its time to consider a class action lawsuit. Litigation should be only a solution when deceit is involved and preferably used only if absolutely conclusive evidence found. JMHO, Lee