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

To: DellFan who wrote (124986)	5/15/1999 11:35:00 AM
From: Lee	Respond to of 176387

DellFan,..Re:.Frank EM - my plans for Dell in more detail ... and why Did you mean to post this to me? <g> If so, you're 'preaching to the choir'.<g> Regards, Lee

To: DellFan who wrote (124986)	5/15/1999 12:01:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

My interpretation of those remarks I am inclined to agree with your "reading of the tea leaves" but not quite so bullish on bottom line. Clearly unit growth will be good and DELL will make earnings. ASP will be down. The big question is the revenue line, which will reflect a couple of key growth issues. 1 - are the enterprise components (servers and storage products) up to snuff? Lots of people will be watching this, as it is a counter to declining PC desktop ASPs. Also DELL has more room to grow in that segment. 2 - Are margins being squeezed by declining ASP, or is it just a question of more units but less per unit, with good management of GM? These will IMO be the things which will determine whether investors push DELL up or down. I have seen nothing to date in DELL's guidance to indicate how this will play out. Any ideas?

To: DellFan who wrote (124986)	5/15/1999 12:33:00 PM
From: GRANOLA	Read Replies (3) \| Respond to of 176387

MICHAEL DELL OR REPS PLS READ THIS POST: DellFan - i was talking with donnie yesterday about dell's earnings announcement dates always being 1) a day after hp's, 2) near an FOMC meeting, 3) during an options expiration week, and 4) after the majority of other cos' earnings reports, which means the positive hype has been replaced with betw earnings fears of interest rates, etc... we decided that MD needs to consider changing the timing of dell's earnings reports... I AM SURE THAT ONCE HIS PEOPLE READ THIS POST, MD WILL CHANGE HIS EARNINGS CALENDAR TO BETTER CAPITALIZE ON THE SENTIMENT AND MOMENTUM IN THE MKTPLACE... :) afterall, they always get good advice from this thread, right? :) in response to your note about MD's cnbc interview, he definitely looked like the "cat who swallowed the canary"...and i like the way that this chat board has also (finally) decided not to hype earnings so much...we've placed our bets on dell to deliver, and they will imo...then the rally will really begin... :) cheers, GR