Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: rudedog who wrote (146079)	10/30/1999 3:08:00 PM
From: jim kelley	Read Replies (1) of 176387

Re: "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!! " Spoken like a true CPQ camp follower...... The fact is that DELL's price discounts the margin squeeze already. It is unlikely that DELL will go DOWN!! as a result of a margin squeeze they have already reported. Perhaps, you would like to raise the performance bar for DELL to say 25 cents per share for this quarter so that it will not go down. <LOL>

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