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

To: Grandpa Joe who wrote (126417)	5/18/1999 8:50:00 PM
From: DAY TRADER	Respond to of 176387

LAST AFTER HOURS TRADE 42,900 SHARES AT 44-1/16 AT 5:14PM E.T. ALSO TRADE AT 5:09PM E.T. FOR 92,600 SHARES Looks like DELL rebounding as we speak DT

To: Grandpa Joe who wrote (126417)	5/18/1999 9:15:00 PM
From: Grandpa Joe	Respond to of 176387

More form Briefing.com: Will Dell (DELL 44 1/16 +13/16) be one of those stocks? Maybe, but company's earnings report (delivered after the close) won't help... At least not immediately... Company met expectations in reporting a gain of $0.16 on revenues of $5.54 bln... Year ago DELL earned $0.11 on revenues of $3.92 bln... For most companies a 45% jump in earnings on a 41% improvement in revenues would be good enough to propel stock sharply higher... But DELL suffers from abnormally high expectations... When companies traditionally exceed estimates, just meeting them is often considered by street to be a disappointment... Based on early selling in after hours trading (stock down to 41 1/2) we are seeing just such a response to Dell's great but not exceptional numbers... In the end, however, Briefing.com will stick with company growing earnings at a rate 6x faster than market and nearly 4x faster than industry. And... Dell (DELL 44 1/16 +13/16) has become the Tom Hanks of the computer industry... Anything shy of an Acadmey Award type performance is considered disappointing... And unfortunately for Dell shareholders that's just how the market is viewing earnings report in which company met consensus forecasts of $0.16 on revenues of $5.52 bln... Stock down nearly 3 points in after hours trading... But Briefing.com encouraged by fact that Dell.com now accounts for 30% of total revenues... Also sticking with company growing at rates well in excess of market and industry... Growth investors should consider using news-related weakness to (re) enter long-side... Briefing.com 12-mo target 55-60. Gramps

To: Grandpa Joe who wrote (126417)	5/18/1999 9:18:00 PM
From: Ex-INTCfan	Respond to of 176387

Gramps, I agree, expectations are the problem here. I'd add risk/reward to the equation. IBM and HWP, for example, have much lower PEs and a good story to tell -- the market expects earnings increases from them above what it expected just a few months ago. Some money will flow into those and other similar stocks. The relative valuation of Dell will improve, and people will begin to seem more reward and less risk in Dell than it does now. There is no hurry. I wish I could just shut down my TV, PC and stop reading financial news for a few years. (I might if I didn't own a few Internuts.) Then I could come back and see what has happened to the price of this wonderful stock, growing revenues in a growing industry at almost three times the market rate. INTCfan