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 122.46

-8.5%

Nov 17 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: GVTucker who wrote (150953)	1/10/2000 4:42:00 PM
From: JRI	Read Replies (2) of 176387

GV- Thanks for the ML information...which neatly ties <G> to my argument that even DELL can't say for sure if they are going to make the quarter...I am assuming that if the quarter was a blow-out...that Dell would be saying SOMETHING <"quarter strong, etc"> by now...so that leaves us with the possibility that sales are "on target" (so far) for the quarter (in which case, I think management should say so) or that they are a bit behind (BUT, because of the back-end loaded quarter, they still could make .21).. Either way, it appears that Niles is guessing about Dell this quarter....not enough ballots in (yet)....but given Intel's promising quarter...hard to imagine, if Dell is going to miss..that they will miss by much (by one penny: .20 vs .21?) However, if this is the case, Dell's management goofed by not guiding analysts to a .20 number at the start of the quarter......we'll see...the IDC data (2 weeks) will help a bit

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next