Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 122.92

-3.9%

3:59 PM EST

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To: OLDTRADER who wrote (159437)	8/10/2000 8:46:43 PM
From: rudedog	Read Replies (3) of 176387

Bill - I am much more concerned by the positioning that was done only a few weeks ago by management, which used all of the keywords to let us anticipate better than expected numbers, only to be followed by a report which basically vindicated the Kumar analysis which was hooted at here on the thread. If real operating gains were only 6%, that's a whole long way from 30%. And there was no hint that the 30% annual gain was from the DELL "holding company" either. No defense of the revenue miss - $7.67 is a long way from $8. Am I being too negative? Maybe... but I am pretty disappointed. I was hoping for a solid .21 from operations, and I read this as closer to .17 without investment gains. What's going on here?

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