Kemble,
Re: "RE: How in the hell can DN prognosticate three months forward based on what MSFT and CSCO have said in their "low-balling" forward statements-all playing the MSFT card now!Buy the bull!"
I'll play the contrarian for a second. I don't remember each statement Niles, Fortuna, Kumar, etc make, but it seems like for the past few quarters when they have made a statement a week or two prior to earnings day, they have been correct. It seems more than a coincidence that two analysts should make identical statements one week prior to earnings. Maybe DELL is feeding them forward statements about guidance to buffer an irrational price decline if they say flat eps and sequentially down revenue for next Q. Who knows what's going on. Those who can't look beyond next Q will sell, but if DELL says sequentially down revenues, can you imagine the hurt other companies are experiencing?
Re: "This incredible model that has forced all the others into the red is why you and so many believe in that long term view...That's why I'm long, that's why you're long..."
Kemble, this is why I'm long with the greater % of my shares, and why Jill and I felt confident enough to put a binder on a new home construction this afternoon!!!
Cheers,
K |
