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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: D. Swiss who wrote (161249)9/28/2000 10:09:41 PM
From: Meathead  Read Replies (3) of 176387
 
Re: management is obviously trading bottom line for
top line.

I agree with your assessment. There is a lot more
flexibility in managing the bottom line than the top
and Dell is definitely working to deliver on
their promise to the street.

Of course, with the market the way it is, why bother
hitting 30%. Save it till next year when it may
actually have an impact<gg>.

However, even though Dell re-iterated the 30%
number today, the language being used seems to
be looking past Q3 and towards Q4 as make or break.
It suggests to me that Q3 may not be shaping up to
be the needed blowout.

We now have 2 data points that suggest a weak
Sept (aapl,intc) and it may have been weak for Dell
also. It may take a very strong Oct to come in
with decent numbers for Q3. Maybe Dell had a great
Sept -- we just dont know. The other problem is,
management doesn't know how Oct will ultimately
turn out. Dell needs ~8.45B top line. If they
hit 8.2B, that will be a really good Q but it
will go down in the books as a miss.

The question is, how much of the potential
disappointment is already factored into the stock
price? I hope all of it but kinda doubt it. If
Dell misses Q3, Mid Feb01 is a long way off to
see if Dell can regain credibility.

MEATHEAD
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