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 122.46

-8.5%

Nov 17 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Voltaire who wrote (82731)	11/29/1998 6:15:00 PM
From: FR1	Read Replies (4) of 176387

MICHAEL DELL. He blew it! I don't blame you for being mad. I am too. However, if we want to play the other side of the coin it goes like this: 1) Wall street is constantly demanding outrageous performance. 2) If you beat the street and whisper this time they will raise the bar to absurd levels next time. 3) How do you stop the insanity? 4) Take one quarter out and just barely meet the estimate. 5) They will sell you off at first, then buy you back, and, most important, not be so insane for the next few estimates. So I think there are two ways to look at it. Just a dumb move by Mike and a planned move to throw cold water on the crazy estimators. Either way we will by back to good growth after a while. The MMs know you can't ignore a good business like DELL.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next