Well, .18 is a bit different than <MANY at .20 & .23>
I don't know if most here were at .18...I think just as many (if not more) were at .17..
On any BULL thread, I would take the average estimate and discount...after all, we are all bulls here, and hoping for the best...
Mine was .17, and I admit I am a bit disappointed that it wasn't reached...I am fairly agnostic about the 41.3% rev. growth...it was over 40% (beating many analyst estimates), but was not any sort of blow-out..
I do not expect Dell's stock to appreciate 200% a year going forward, so I do not need Dell to blow-out numbers each quarter.....I am looking for 30-50% appreciation p.a.....this report is OK/good...we'll see how the Street feels tomorrow...
Given the lack of run-up in the stock this earnings period, I don't expect a big sell-off....I think 40 will hold pretty firm....There is less pressure now, given the slower stock appreciation (flat last 3 months), for Dell..
Importantly, the CC will help shed light on Y2K situation..as important as the .16 IMO...
Note: Nothing at Dell grew in the 30's...
If we end tomorrow's trading at 42+, I think that will be a good sign....afterhours, I think, at 42...not too bad...
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