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

To: mark nickolas who wrote (126122)	5/18/1999 4:48:00 PM
From: larry	Read Replies (1) \| Respond to of 176387

You are right about the problem with DELL.:) Great company with unrealistic investors. BTW, my earnings and revenues forecast with DELL have been right with money for the last 5 quarters. I guess that the issue should drop that much since there is really not a tremendous earning rally this time around. As far as I know, the street should feel okay about this 41% revenue growth. We will only be crushed if it failed to reach 40%. larry!

To: mark nickolas who wrote (126122)	5/18/1999 4:52:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<I'll bet the average prediction on this thread was .18 (as was mine).>> My prediction was .19 and 45%++ sales growth and I WAS WRONG. Yet, what I think is not important. It's what the analysts and Fund Managers think that really matters. Perception will become reality. We may go lower in the near term. This sure would be a good time for an expanded DELL / IBM alliance. I may have to be patient though. DELL is still doing pretty well (compared to the ave. large cap. tech company). Best Regards, Scott

To: mark nickolas who wrote (126122)	5/18/1999 5:02:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Well, .18 is a bit different than <MANY at .20 & .23> I don't know if most here were at .18...I think just as many (if not more) were at .17.. On any BULL thread, I would take the average estimate and discount...after all, we are all bulls here, and hoping for the best... Mine was .17, and I admit I am a bit disappointed that it wasn't reached...I am fairly agnostic about the 41.3% rev. growth...it was over 40% (beating many analyst estimates), but was not any sort of blow-out.. I do not expect Dell's stock to appreciate 200% a year going forward, so I do not need Dell to blow-out numbers each quarter.....I am looking for 30-50% appreciation p.a.....this report is OK/good...we'll see how the Street feels tomorrow... Given the lack of run-up in the stock this earnings period, I don't expect a big sell-off....I think 40 will hold pretty firm....There is less pressure now, given the slower stock appreciation (flat last 3 months), for Dell.. Importantly, the CC will help shed light on Y2K situation..as important as the .16 IMO... Note: Nothing at Dell grew in the 30's... If we end tomorrow's trading at 42+, I think that will be a good sign....afterhours, I think, at 42...not too bad...