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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: mepci who wrote (160366)	9/6/2000 11:58:58 AM
From: Mary Cluney	Read Replies (2) of 176387

mepci,<<<There is no need to believe in somebody's words or live by expectations. It is the results that count.>>> It is all about expectations. And, a lot of it is based on perception. Dell management is guiding us to .25 in earnings this quarter on sales of approx $8.5B. Kumar does not think that DELL will come close to the sales figure and he will pick apart the .25 in earnings that I am almost certain that Dell will report. I have no doubts that earnings will come in between .23 and .28 before one time charges and sales will come between $8B to $9B. If management is good at accounting, they could legally back into any number they want in this range - and then it is up to them to guide investors as to what they can reasonably achieve in the next quarter. Unlike Intel, where a lot of sale is out of their control and depend on global market conditions since they own 80% of the market. Dell can grow by taking away market share from others. If MSD was still hands-on, like in the old days, I am certain that he would surprise on the upside. He would report .27 in earnings and $8.6B in sales. But, with him handing over a lot of the resposibilities to others, this quarter results are not that certain. Regardless of the actual numbers, analysts will be spinning their point of view like crazy. Assuming that you have a real business, it is all about managing expectations and how you play the capital markets. Mary

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