Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 114.77

-1.0%

3:42 PM EST

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To: TechMkt who wrote (159388)	8/10/2000 5:03:29 PM
From: Sam Bose	Read Replies (3) of 176388

I have to agree. The Whisper Number was a phenomenon of the bull market, which we are not in anymore. Going forward, if mega-cap companies can keep meeting earnings estimates and possibly beating by a penny or so on a consistent basis, their stock multiple should not compress. CISCO has done exactly that: beat earnings estimates by exactly one penny for the last dozen quarters, and the Street rewards this consistency and predictability and reliability by continuing to expand the multiple. If DELL can now master this art, they will be just fine in the future. The conference call in half-an-hour will be the tell-all and the be-all for the stock tomorrow. Management's guidance for the rest of the year, which I believe will be very bullish, is where its at, folks. The revenue miss is already priced into the stock.

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