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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: TwoToTango who wrote (145667)	10/24/1999 3:29:00 PM
From: OLDTRADER	Respond to of 176387

RE:DELL-they made no specific comment-My guess,and that's all it is,is that DELL will report earnings in excess of the analysts present theorized ones.wbm-they love to fake out the crowd.

To: TwoToTango who wrote (145667)	10/24/1999 5:40:00 PM
From: Ian@SI	Respond to of 176387

The comments came from the analyst that listened to the conference call. I just cut and paste his report of it. I don't think the analyst has any motivation to report something that wasn't stated. But I wasn't there, so I can't say with certainty. Ian.

To: TwoToTango who wrote (145667)	10/24/1999 6:18:00 PM
From: jmac	Respond to of 176387

You are absolutely correc. Dell did not comment on its earnings at all. All it said was that the memory portion of its costs had increased (I believe they said that those costs went up by 25% in the quarter). I can't imagine how that translates into 3 cents but so be it. We'll all see what we see in about 2 weeks. DELL is either incredibly cheap and will soar like GTW did or it will be stuck in the mid to low 30s for many months to come.

To: TwoToTango who wrote (145667)	10/24/1999 6:23:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Hi!! RE: >>>The cacophonous cavalcade started early last week when Dell shocked the Street by warning it was going to miss its third-quarter earnings expectations by about three cents.<<< Is this statement accurate?? Did Dell actually state it would miss earnings by "three cents"? I don't think so. To the contrary, I believe Dell said it would NOT comment on the earnings estimates, while acknowledging that costs had increased. But costs obviously are just one part of the earnings equation.. TTT, Interesting that you bring this up...I was just re-reading all the information I have and could NOT substantiate DELL actually agreeing to an "earnings drop"...An impact on margins...YES...Are we messin' with semantics here? Or as WBM states are we being set up for another example of how powerful the direct model is? Best, Kemble