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Technology Stocks : Dell Technologies Inc.
DELL 127.22+3.8%Nov 24 3:59 PM EST

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To: kemble s. matter who wrote (147411)11/13/1999 9:44:00 PM
From: Sig  Read Replies (2) of 176387
 
Kemble:
This has been the most predictable of any Dell earnings
reports. For almost 6 years Dell has been right on or 1 cent above
the estimate ( if one adjusts for stock price) excepting the blow-away Aug 2 cents.
Secret agent Niles gave it to us in Feb. 4xx Rev. In Nov
18 cents- right on.
About 10% run-up to earnings- a bit less than usual.
And when a tech stock reports earnings, what does the price do?
A. Goes up
B. Goes down.
Ans=b (excepting extenuating circumstances)
Everyone (analysts, funds,businesses, threadsters) now on the same wavelength. Finally got Dell figured out- just go direct 30 to
40% stock price growth per year etc. $1 price appreciation per
month.
Only one thing to say about that-its not going to happen that way
(for one thing, brokers and MM's want their fees from volatility)
Summary
Just agreeing with you, something big will come along
its in the wind. Lets hope its good(G)

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