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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST
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To: Frank Ellis Morris who wrote (126403)5/18/1999 9:18:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
<< I cannot understand how HWP can exceed estimates by 8 cents and Dell cannot beat theirs by even one cent. In this environment it makes shareholders and analyst nervous about the prospect for Dell going forward.>>

Frank: I'll tell you how HWP beat the numbers. The analysts thought the company was dying on the vine (they have missed estimates for SO MANY QTRS) and decided to be VERY REASONABLE with their hurdle rate. The estimates were SO LOW for HWP that IMO they could have hit the numbers without even trying. DELL has the opposite problem. The expectations have been in the statusphere -- everyone assumes DELL will beat the estimates. That was the case for many quarters. Now that DELL is a $20 Billion company it becomes more difficult. IMO, MSD and his team will quickly become very good at managing the expectations game. MSFT and CSCO are masters at this. MSD has to be very careful about what he says going into earnings. And I do believe that edamo is right. DELL needs to be proactive and speak up and articulate more about the metrics that they feel are significant. That will start tomorrow -- DELL's Vice Chairman is a speaker in NYC at a Merrill Lynch Hardware Program. It will be interesting to hear what Mort Topfer has to say. DELL will continue to be a successful growth company -- yet a more mature one.

Best Regards,

Scott
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