El: They will continue to reiterate that they have not changed their guidance. Even if earnings come in under the original estimates, they will still not change guidance because WS has effectively lowered those originals to 0.33cents. Actual earning will be 0.38 cents.
If the above is wrong, and wrong by the margin suggested by Kumar, then he must be in the exclusive possession of clear and compelling information not available to Dan Niles, for example, nor any of the other 30 or so analysts who follow the stock, nor CPQ.
And john (rosser) CPQ did not stuff the channels in the 4th quarter Kumar is wrong. And everybody and his uncle knew that DELL was slowing in growth, but Kumar went way overboard. Just because he was in the right general direction, as most everybody else, should not justify the wide margin by which he missed. |
