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Technology Stocks : Dell Technologies Inc.
DELL 123.16+0.6%11:18 AM EST

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To: edamo who wrote (122676)5/6/1999 10:32:00 AM
From: stockman_scott  Read Replies (1) of 176387
 
<<too much concern about "numbers", and you miss "reality"....>>

edamo: Sometimes that's true with the ANALysts as well. They may focus too much on revenue growth for DELL and miss what's really happening. I think this quarter MSD and his team may offer a performance that could be on the north side of outstanding. It will be interesting to see how the analysts interpret it. Of course the forward guidance from DELL is always important. DELL has wisely learned to be more like MSFT and manage expectations <gg>.

Best Regards,

Scott
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