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

To: Rich Young who wrote (126632)	5/19/1999 9:28:00 AM
From: DAVID HU	Respond to of 176387

CIBC is going to upgrade DELL.

To: Rich Young who wrote (126632)	5/19/1999 9:28:00 AM
From: GRANOLA	Respond to of 176387

rich, yes...i took a few notes...nothing new... 1) gross mgns have stabilized 2) european growth rate was half that of the industry...only 26% (i think)...which took away from overall growth at dell (may be time for a mgt change in europe?) 3) internet = key to driving sales (30% of sales and climbing) (duh) 4) consumer segment is where most growth has to come from...corp growth rate will decline (really?...anyone care to comment w/ some details...i thought they still had plenty of rm to grow corp sales..) 5) expects 35% qtr 2 (vs '98 qtr 2) growth rate (revs) 6) stock price short term - could go to 50 DMA (mid 30s) 7) best mgt/execution (duh again) 8) good LT invmt... NOT A GOOD TIME TO SELL, IMO...YOU WILL DO BETTER TO WAIT IF YOU CAN, OR JUST SELL ENUF TO GET OFF MARGIN IF THAT IS THE CONCERN YOU HAVE. GOOD LUCK, GR