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Technology Stocks : Dell Technologies Inc.
DELL 133.59-1.8%Dec 3 3:59 PM EST
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To: TREND1 who wrote (158957)7/31/2000 12:00:43 PM
From: D.J.Smyth  Read Replies (1) of 176387
 
Larry, in Dell's case the Hawthorne Effect has appeared to play a significant role in it's share price movements. Even as Dell's earnings have consistently risen along with its revenue, the analysts have continued to point their fingers toward the future. They keep pointing regardless of how well Dell has performed for the present.

The latest IDC/Dataquest data came out and Dell sold off; yet little was stated in the press about how the method of calculating their data changed, wherein PC sales were moved to Enterprise sales where specific "enterprise" related equipment was involved. So, we see Dell's enterprise division showing a signficiantly higher growth rate than the previous qtr. and the PC division's growth rate dropping.

Here again we see analysts taking this data, dropping their expectations, and thus, dropping Dell's stock price. Yet, nothing has changed relative to the overall future growth patterns that Dell is witnessing through their channels (per the ASM).

Rearranging data to build future projections yields rearranged future projections. This is so easy to do when dealing with commodotized items. It is more difficult for IDC/Dataquest to arrive at service related revenue projections - an area where Dell is growing stronger.
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