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Politics : Ask Michael Burke
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To: Earlie who wrote (47095)2/14/1999 9:53:00 PM
From: gbh  Read Replies (1) of 132070
 
Most companies recognize that when there is some distasteful news to be digested by the market, the best way for this to happen is to encourage analysts to lower their estimates before the numbers are released.

Earlie, I agree. But this usually comes in the form of public disclosure, and always with enough time prior to earnings for analysts to actually revise the estimates. In DELL's case, no one is questioning the eps, and there simply is no time for a new consensus view on revs.

So CNBC can't really say anything different on Tuesday than they would have before this "news" hit.

If DELL actually does hit eps and come in at Niles revs estimate, they stock will likely see 80. If Niles hadn't stood up, I contend the actual fall might have been substantially less.

So in this case, I see no actual advantage to DELL in having leaked this info so close to the actual earnings announcement. Except perhaps if Kansas' version of the conspiracy theory is true. I don't believe his view either, though.

Gary
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