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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

3:59 PM EST

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To: BGR who wrote (98241)	2/12/1999 5:10:00 PM
From: JRI	Read Replies (1) of 176387

A- Here is a total WUSS call (if I've ever seen one).. The guy from Salomon Smith Barney (Gardner) is quoted as saying (apologize for no link) that he's "sticking with (his) estimate, BUT THAT HE EXPECTS NO MORE THAN SEVERAL PENNIES UPSIDE!" What kind of call is that? Another way of putting it: "I believe the estimate is .31, but to cover my butt (don't want to be another Kurlak)....I also saying that anything up to .35/.36/.37 will also be my call!"..Give me a break! Salomon Smith Barney has had Dell as a hold forever...They do not concern me....They have been wrong all along...any right call would be luck at this point.... Niles merits consideration...He has been more consistent (and accurate) than most...I am really surprised, though, that he is sticking with .30....5.2B (revs) and .30 (EPS) would represent a pretty sizeable decline in growth... As Gabriel Dubois has noted, Niles & company seem to totally disregard the incremental addition of storage to 4Q revs/earnings..either (1) Niles/company are way off or (2) Gabriel/me/others here are wrong...Should be pretty clear on Tuesday.. I guess one consolation is that there will less focus on crazy, off-the-wall "whisper estimates" on Tuesday...No one coming on the thread yelling ".42!"......Thank God

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