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Technology Stocks : Dell Technologies Inc.
DELL 138.60-2.9%10:07 AM EST
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To: rudedog who wrote (152857)2/2/2000 1:00:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Rudy, I agree with your scenarios with one exception:

2) DELL provides a small "upside surprise", reporting .17 or .18 - the street becomes more skeptical about management's ability to provide accurate guidance, stock price becomes more volatile and institutional investors gradually move out... not the best scenario. Still might see 50s at year end but with less confidence.

I think that this scenario would not have the result you predict. In all likelihood, the Street would see this as a tremendous upsurge in business at the end of the quarter and bid the stock up accordingly. I think the current Dell price assumes growth in the 30% range and a modest upside surprise may well cause investors to revise their estimates upwards.

I believe that Meredith was quite frank (and perhaps a little conservative) in his projections, and I believe that Dell will likely post $.16.

TTFN,
CTC
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