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Technology Stocks : Dell Technologies Inc.
DELL 120.49+0.7%Jan 16 3:59 PM EST
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To: mark nickolas who wrote (126156)5/18/1999 5:05:00 PM
From: David Harker  Read Replies (1) of 176387
 
>Dell Computer (DELL) --UPDATE-- issue slides 2 3/4 points in
>3rd-market trading, after company fails to exceed Wall Street
>earnings expectations for the first time in recent memory.

The spin, oh my god, the spin!

Last Q, we DID "exceed Wall Street earnings expectations", but
we got killed because of REVENUE not being good enough, at only
38%.

Now, we did great on Rev (41%) but ONLY met expectations on EPS - it
seems that last Q reactions showed that EPS was not that important -
the "new way of thinking" was that Revs were more important. Now,
the lemmings switch back to saying "EPS is most important" -

whatever!
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