Larry-
Just because operating expenses were lower, where is the proof that any hiring delays occurred? This is pure conjecture on your (short-sellers) part. My information shows Dell hiring at the same frantic pace as always....
Kumar was not intentionally left off the CC. Dell would not be that stupid. That would be bush-league.....Dell has been anything but bush-league in (almost) everything that they do since 1994......If you think they panic this much, IMO, you (the shorts) sorely underestimate what this story is all about. (Several of us had trouble logging on to their CC, post-fact).. I think, given management's history, you have to give them the benefit of the doubt here....
Just to be accurate, I believe the mean for analyst's estimates was 26.9, not 27.0..
I am not familiar with the statistics (of Dell's employees exercising options) on a quarterly basis....but we all know that a lot of individual investors panicked last quarter and got out of the market..(locking in gains, or losses)...This probably explains a good part of the effect..
You do raise some interesting questions, however, a lot of the air comes out of these balloons real quick (upon examination)...Short-sellers do have something to gain by spreading these rumors, dont they <g>... |
