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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST
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To: Ian@SI who wrote (132744)6/15/1999 12:49:00 PM
From: stock bull  Read Replies (1) of 176387
 
Hi Ian, re:<< You seem to have 2 beliefs which you rephrased:

1. Fear of inflation
2. Belief that Dell consistently missed analyst's estimates.

Neither belief is anchored in reality.>> Sorry if I mislead you. The points that I raised in my posting to you are not my personal beliefs. For example, I personally don't think we are seeing, nor will we see, inflation in the foreseeable future. Dell did not miss their estimates for the past two quarters, in fact, they met the estimates.

What I was saying in my message was simply that's the way I see the Street responding to the recent events with the Fed, overseas markets recovering, etc. With respect to Dell, although they met their estimates for the past to quarters, the Street still punished the stock...that's simply a statement of fact. The Street was looking for Dell to exceed the estimates.

Let me know if you believe that any of the points that I posted are incorrect.

Stock Bull
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