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: D. Swiss who wrote (153626)	2/11/2000 10:58:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Drew - I can't believe anyone would suggest DELL is "under-promising" here, As far as I can tell, they are still setting expectations too high. The real problem seems to be that even top DELL management can not believe that they needed to start a serious business transition a year ago, and are now behind the curve. Looking at the earnings estimates, how do you imagine that DELL will create the 3Q and 4Q earnings? Look at the historical patterns, look at the pressure this year on desktop margins...