Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 137.31

-2.4%

12:16 PM EST

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To: stock bull who wrote (88046)	1/7/1999 11:52:00 AM
From: Chuzzlewit	Read Replies (1) of 176387

SB, as I recall, Meredith said he was planning to cut inventory to around 5 days. I thought it couldn't be done. Perhaps this is evidence that it is happening. Whisper numbers are key because we ourselves create those numbers. Collectively, we comprise the community that creates profit expectations. Consequently, analysts' forecasts are becoming less and less a factor in determining stock prices. How do we know if a whisper number has been met or exceeded? The price of the stock moves up (assuming no negative comments going forward from management)! But I see no more importance attached to this earnings period than any other in the past. TTFN, CTC

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