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 125.97

-1.0%

Nov 25 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sig who wrote (147414)	11/14/1999 10:40:00 AM
From: Mike Van Winkle	Read Replies (1) of 176387

Sig re: This has been the most predictable of any Dell earnings reports. Amazing that Dell made a predictable quarter out of so many unexpected or large troubles (820 chipset surprise, Taiwan earthquake, continued LCD shortage, Y2K lockdowns, and what ever else I forgot). Chuzzlewit uses a stock's beta for risk, but I think that management's ability to make predictable financial performance in the face of large troubles to be more meaningful. How many stocks can make predictable (and therefore low risk) +40% growth? Hence Dell deserves a sizable premium. re: 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) I suspect that a shift of investor money from stock purchase to options has also depressed the stock price of Dell, as a lower capital intensive investment has attracted many Dell stock buyers. The MM's really make out with these instruments. That is why they have been touting them on the boards. I am not much on conspiracy theories, but this is as good as any! Cheers Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next