Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 131.76

-1.1%

10:41 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dennis who wrote (80232)	11/14/1998 12:11:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Larry, the PR doesn't matter so long as credibility exists. MD has not overstated his case, so setting the bar artificially low has no purpose. The fact that Dell beat expectations by $.01 per share is proof positive of that. It should be clear to almost everyone who is a serious investor that analysts don't analyze. They get their information from the companies they follow. So it is important that the conduit of information is credible. Artificially lowering expectations serves nobody except insiders who know the truth. There is a second issue to consider, and that is access to capital markets. It's very important for investment bankers to trust what management tells them. Accuracy is very important. I say this as a long term investor. The value of my investments ten years from now have nothing to do with current PR, and everything to do with execution. And Dell executes! TTFN, CTC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next