Jim- MD and TM need to give the performance of their lives in the CC..."same old, same old" is just not exciting the Street anymore.....perhaps some different language to describe future growth ops...something........(again) I am hoping that they were smart enough to guide the Street to .16, when the real result is going to be .17....believe it or not, I think that even a .01 "beating" of a lowered estimate will help (in a small way) to show that Dell is back on track......change the momentum....."Dells beat the Street".........in my mind, .16 would be (just another indication, a small one) that Dell is not catching on here....
I am, of course, talking about getting the stock going now, vs. 3 months from now....for, with current consensus estimates at .17...well, if Dell can't make those look silly....then it would no longer the growth giant we all think is...
I do expect Dell will make that .17 silly...after all, that is (only) a y-o-y EPS % increase of 6.25%...talk about lowering the bar!
Carly Fionoria (sp?)... of HP has done a great job of selling the sizzle, without having to show the results yet...of course, at some point, she will also have to show the results...but Dell needs to find a way to get similiar faith back in the stock... |
