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Technology Stocks : Dell Technologies Inc.
DELL 133.18-0.1%Nov 28 12:59 PM EST

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To: SecularBull who wrote (103703)2/22/1999 3:41:00 PM
From: Knighty Tin  Read Replies (3) of 176387
 
LOD, Gabriel has already given the numbers and bullish view on this thread at reply # 100303. My view is that Gabriel claims that 3q to 4q is seasonally weak, and he is right. But now Dell is claiming that 1Q and 2Q are seasonally weak. Given that sort of misdirection flim flam from the co., I suspect more is going on than the seasonal downturn. Yes, channel stuffing is part of the reason, but the fact that the bullish Gabriel missed his revenues and eps numbers by such large amounts makes me think his explanation is not the total answer.

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