Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: calgal who wrote (146068)	10/29/1999 7:34:00 PM
From: rudedog	Read Replies (2) of 176387

Leigh - It was good to see some upward movement, but it is kind of sad when we stagger back above 40 and think that's a good deal. Everything hinges on the earnings statements IMO - the share numbers, new initiatives, whatever all get discounted. DELL will need to show good top line growth, reasonable margins and have a forward-looking statement that somehow neutralizes the "prevailing wisdom" that PCs are a bad place to be with some credible justifications for future growth. Looking at the IDC numbers, I can't imagine that DELL will miss the earlier consensus estimate of 20, and would expect them to be a few points over that. But as we have seen, strong earnings don't seem to move the stock up - they are a requirement to keep it from going DOWN!! I was expecting us to be in the high 40's heading into earnings, not worrying about whether my Jan 40 puts would go sour on me. I hope the management team at DELL is looking hard at the spin being put out by IBM, HP and CPQ and has solid counters to those ideas. They will be almost alone in defending their market segment, which is right where their competitors want them to be...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next