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


To: Ian@SI who wrote (127501)5/21/1999 12:52:00 AM
From: taxman  Read Replies (1) | Respond to of 176387
 
thanks for sharing Salomon Smith Barney report.

as of may 14 first call estimate was for dell to earn 98 cents in fiscal 2001. if dell can still accomplish that, the stock will reward its holders. as far as i can tell, dell is on target to do it as they have met, though not exceeded, projections for the latest 2 quarters. i've been a long term holder and plan on buying long term call options in the future.

regards



To: Ian@SI who wrote (127501)5/21/1999 10:02:00 AM
From: TREND1  Respond to of 176387
 
Ian
Thanks for the report.

Larry Dudash



To: Ian@SI who wrote (127501)5/21/1999 12:37:00 PM
From: Keo  Read Replies (1) | Respond to of 176387
 
Ian: Thanks for SSB. I've noticed that despite positive performance and corporate position, strategy,etc... the spin doctors on Bloomberg and obviously at SSB are weaving a set of conclusions that don't seem congruent with the raw data. The editorializing (that i've seen on
the street and bloomberg) preceeds the data.
I am curious to know whether there is a 'motive' for this? Or whether
there is something of value here that I'm missing.
In any case, this star of the market has faded for now.
I am continually reminded of how much like Hollywood's stars; doesn't matter how well an actor can act. It's their agent. and whether they are 'hot' that matters.
C'est la vie.
Keo



To: Ian@SI who wrote (127501)5/23/1999 11:56:00 PM
From: jim kelley  Respond to of 176387
 
It looks like the units sold and the ASP's are in disagreement with the Prudential securities report. So I would take these details with a grain of salt.

Smith Barney has a lazy analyst.