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

To: TREND1 who wrote (127421)	5/20/1999 5:14:00 PM
From: Meathead	Respond to of 176387

If you mean the Q1 earnings conference call... yes I listened to it. My take is management again was forthright and honest while setting realistic expectations going forward. A few surprises about future direction like ISP services. The big surprise was GM at 21.5% and the future guidance on this metric. My model had 22% worst case. I think Montgomery Securities pegged this 21.5% number in a research report just days before the announcement. All in all a solid report and the stock is performing as I expected based on the results. My prediction is 5.55B and .17/share. If they hit this target, I think the stock will go nowhere (unfortunately). 5.6 - 5.7B and .18/share is needed to push us up to old highs and beyond. Meeting the consensus of .16 with a 5.4B revenue will send us back into the thirties. exchange2000.com MEATHEAD