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

To: banker's lady who wrote (125803)	5/18/1999 10:39:00 AM
From: ForeverDell	Read Replies (2) \| Respond to of 176387

Banker's lady: Although analyst usually try to project ahead, investors tend to invest their money on the basis of "what have you done for me lately." Even if analysts issue cautionary comments, I think DELL will benefit over the very near term from a good quarter. IMO, Money managers will chase the recent quarterly earnings with their money, even in spite of cautionary comments, because they do not want to be accused of missing the DELL train.

To: banker's lady who wrote (125803)	5/18/1999 10:43:00 AM
From: Boplicity	Respond to of 176387

I feel DELL the stock will not get much out of this qr. report, but DELL the company which started the process of letting investors know that historic growth rates of 50% are not sustainable due to the size of the company, will continue that process. So because of this getting use to period, I feel DELL will need a few qrs. to grow into it's current PE. On another note I feel a Y2K slow down is not going to happen for DELL, like I thought it would at the beginning of the year, so sometime in the 4th qr. DELL could be up near it's old 52 week high as long as Mr. Market is still healthy that is. IMHO Greg

To: banker's lady who wrote (125803)	5/18/1999 10:49:00 AM
From: arthur pritchard	Respond to of 176387

bank lady:<should I hop out>as of right now, i would...but check in an hour, if you have time... ''''' too much buying of ibm and selling of msft this morning. this has not been a good sign for dell recently....i hv noticed this pattern recently...ibm is considered much safer....this is not good for the SHORT term, for dell...

To: banker's lady who wrote (125803)	5/18/1999 10:52:00 AM
From: Alohal	Read Replies (3) \| Respond to of 176387

Good morning Bankers Lady. You've nailed it exactly. Clearly that is Kumar's agenda. IMO the most important part of the equation is what Dell has to say this PM on the CC. Perhaps no one knows this better than MD and company. Michael has said several time over the last 3-4 months that they see a real possibility that many small and medium size businesses will not "lock-down" their systems but, rather, will move swiftly completely replace their systems with Y2K compliant hardware and software. If the numbers are good and the CC indicates positive growth prospects then there will be a lot less wiggle room for the analysts. BTW I think that Dell has been very successful in shutting off the leaks to certain analysts this Q and that they are very frustrated by their inability to "predict" the numbers, especially the top line. JMO. Aloha

To: banker's lady who wrote (125803)	5/18/1999 11:01:00 AM
From: edamo	Read Replies (1) \| Respond to of 176387

re: "kumar's komments" yes ma'am....believe the market looking reasons to sell off or hold down certain issues....but when all the excuses and irrational hypothesis are proven wrong, things move up....dell will be relatively soft near term, but strong long term...let us be logical, if a company grows 25% per annum, we double in a bit less than three years....in the "real world" of business, this is an incredible accomplishment...i'm not married to dell or any other company, but long term it is management that creates wealth for investors... kumar kommenting on "y2k lockdown"....it's only a temporary thing, if it truly exists...if y2k a problem, it will hurt more than the hardware manufacturers..who in fact will profit by any miscue, as they can afford an instant fix with compliant machines... as far as sub 1k, sub 600, sub 300, and yes even "free" machines, that are upsetting the market...you can't stay in business with thin margins and little service or quality....tremendous marketing faux pas by anyone who attempts to enter and maintain sales purely on pricing...if computers are a commodity as many state, and autos are also a commodity, and a commodity is a commodity, then i quote from today's ibd..."hyundai goes upscale to regain former glory" "the carmaker's initial success was based on it's rock-bottom prices. but the strategy backfired in the wake of endemic quality problems that left it lagging at the bottom of the j.d power quality and customer satisfaction charts. what once seemed a good value suddenly seemed just cheap, admits finbarr o'neil, president and ceo of hyundai motor america" easy to move downscale with a quality product than the reverse...someone views a dell machine value at $999, but an e-machine at $999...not!...as ibm recent ad blitz.."why buy a no name when you can own an ibm for $999" computer asp's will stabilize and move down not by competitive pricing pressure, but by passing on manufacturing efficiencies and component cost reductions...we are truly at the beginning of a new millennium, and the industry leaders will position themselves in whatever sector of technology will grow and be profitable....dell is not commodore, and viewing one quarter at a time is risky and foolish... if your goals are to accrue wealth long term then dell, msft, intc and even an aol should be core holdings, if your desire is to trade, then look at the more volatile issues as cmgi, or sell the derivitives against your long positions...you can't have your wealth and spend it too, in today's market dynamic....good luck, ed a.

To: banker's lady who wrote (125803)	5/18/1999 11:09:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

Re : Analysts IMO the tide has turned on Dell. Most analysts should know which side their bread is buttered on. They have worked to get it below $40 on several occasions and big players have picked up the stock at low levels. Any type of good to excellent Dell report can now be used to drive the price up, and "they" will not be satisfied with selling at less than $50, or $60 if they can get it. Negative comments by a single analyst can get lost when a wave of upgrades rolls in.There are lots of buys or sb's already,but the pressures will be to move the stock up as thats the path of least resistance and most potential profit. Am still a bit wary of options Friday, tho. Sig