Silicon Investor (SI) -- The First Internet Community

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. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (146079)	10/30/1999 3:02:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Dog, I am not surprised that you found something to be sad about wrt to DELL's performance today. Were you sad about CPQ's performance as well? Your characterization of DELL as staggering back to 40 was worthy of LT and it is interesting that you are pegging the necessary earnings numbers at 3 to 4 cents per share higher than the current consensus estimate. Then again you are setting the margin bar higher than the consensus has set it. You do this after DELL has already informed you that the margins will be squeezed by high memory costs. Also, DELL has informed us all that it manages to the top and bottom line not to the product margin costs. But then you know that already don't you. This is the type of spin that CPQ was putting on DELL last year with their PR campaign. The campaign worked short term but CPQ is still in the dumpster and DELL just keeps getting bigger and more profitable. Nice try....you ought to be on the CPQ payroll.

To: rudedog who wrote (146079)	10/30/1999 3:08:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Re: "Looking at the IDC numbers, I can't imagine that DELL will miss the earlier consensus estimate of 20, and would expect them to be a few points over that. But as we have seen, strong earnings don't seem to move the stock up - they are a requirement to keep it from going DOWN!! " Spoken like a true CPQ camp follower...... The fact is that DELL's price discounts the margin squeeze already. It is unlikely that DELL will go DOWN!! as a result of a margin squeeze they have already reported. Perhaps, you would like to raise the performance bar for DELL to say 25 cents per share for this quarter so that it will not go down. <LOL>