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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST
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To: GVTucker who wrote (157127)5/12/2000 4:40:00 PM
From: rudedog  Read Replies (1) of 176387
 
GV - I agree. I have seen references to a "blowout" quarter - when DELL barely made the expectations they revised downward. I expected them to make 16 with a penny or two to spare. They made .16 but with nothing to spare.

The references to "enterprise growth" which include laptops and workstations are just a silly attempt to make it look like DELL has shifted more of its business to enterprise. The reality is that they are still at about 17% enterprise - in other words, about 80% in the PC sector.

This was a solid performance in trying times. The bounce to 50 is a surprise but probably deserved.

Once people understand that the guidance has not changed from the lowered expectations presented at the beginning of the year, and that DELL still needs to do something to develop their enterprise business faster to make their numbers for the rest of the year, we will be lucky to hold 50.

I don't mean to throw water on the party, but just looking at the numbers I see a solid but not outstanding quarter which met lowered expectations, and the same hard grind for the rest of the year.

As a notion of investor confidence, June 55 calls never went above 3/8 and even 50s were about a buck.
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