Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 3:59 PM EST

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To: Boplicity who wrote (105757)	2/28/1999 4:46:00 PM
From: Catcher	Read Replies (1) of 176387

agree 100% if last q revenue was a blip, we are in for tremendous upward spike. situation is tho, absent guidance from dell in next 2 months (unlikely) stock can't benefit from return to 50% growth till next quarter's earnings release. question is what to do with $s till then. i sold 60% of dell holdings & have planted it in aol & msft--figuring those 2 outperform dell in next 2 months. m dell said rev shortfall was due in part to commercial sales late in quarter. kind of wish he'd stayed silent since that is now built into expectations. irony is I do think we will be looking at better than anticipated revenues next earnings release...problem is analysts whose opinions count for something (to some) don't publicly share this view. intc & particularly msft (guts inside boxes) blew out last q. i can see weakies like cpq & gtwy floundering... but unless we see computer sales stumble (don't think so) SOMEDODY must be selling them

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