Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 120.77

+0.9%

1:08 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: banker's lady who wrote (125803)	5/18/1999 10:52:00 AM
From: Alohal	Read Replies (3) of 176387

Good morning Bankers Lady. You've nailed it exactly. Clearly that is Kumar's agenda. IMO the most important part of the equation is what Dell has to say this PM on the CC. Perhaps no one knows this better than MD and company. Michael has said several time over the last 3-4 months that they see a real possibility that many small and medium size businesses will not "lock-down" their systems but, rather, will move swiftly completely replace their systems with Y2K compliant hardware and software. If the numbers are good and the CC indicates positive growth prospects then there will be a lot less wiggle room for the analysts. BTW I think that Dell has been very successful in shutting off the leaks to certain analysts this Q and that they are very frustrated by their inability to "predict" the numbers, especially the top line. JMO. Aloha

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next