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

To: jim kelley who wrote (128763)	5/26/1999 3:20:00 AM
From: stockman_scott	Respond to of 176387

Jim: IMO, you may be right about enhancing top management even more at DELL in order to optimize sales and earnings growth. Here are a few interesting comments from a Prudential Report issued on 5/24/99: <<We maintain that the key to the company's valuation will be DELL's continued ability to drive top - and bottom-line growth at or greater than projected levels (40% in 99). We continue to believe that DELL is best positioned in the PC Group. **While there was a lot of focus recently on margins this quarter, we would note 3 things... 1) With the demand environment in Q2 improving, we believe that price pressures are moderating relative to Q1 levels. 2) We believe opex scale achieved in Q1 is not only sustainable but can be improved further. 3) We expect continued strength of DELL's enterprise business unit that will offset pricing actions across other market segments. Re-iterate Strong Buy Rating.>> Best Regards, Scott