Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 120.53

+0.7%

Jan 16 9:30 AM EST

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To: Lee who wrote (42333)	5/15/1998 2:38:00 PM
From: AlanH	Read Replies (1) of 176387

Lee, re:earnings estimates Perhaps the thread has become fixated on earnings? For what it's worth, DELL will probably meet expectations or beat consensus by ($.02-04). Great! Frighteningly predictable. Will the cc be flawless? Can MD convince the street that DELL is not facing pricing (aka, margin) pressure? That HWP is not buying market share? That Asian geographies are no risk? Certainly, DELL is a well-run company with excellent management and execution. The long-term looks good. But, sufficient unknowns have been cited about the short-term. Not to stir trouble, I recognize that this thread has a strong bond and the bulls have been wildly successful. It's just that a little alarm goes off when I hear "everything's rosey."

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