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


To: rudedog who wrote (156870)5/9/2000 10:34:00 AM
From: kemble s. matter  Respond to of 176387
 
Rudedog,
Hi!!

RE: Kemble - while I think we all would like to understand more about the long term strategy, I for one will be happy with a short term win (beating earnings and a good forward looking statement) and a believable (and measurable) plan for how DELL will achieve the 30% growth they have claimed. I'm not looking for the high flyer performance here, just steady growth over the 2nd half of the year, predictable financials, and some clear descriptions about what DELL plans to do near term to maintain that growth.

Anybody getting excited about the earnings announcement? Have not heard a peep on the thread...

Couldn't agree more...Although I have always loved to imagine what long term positions DELL is attempting to creep into...
Yes, I can remember Patricks' wonderful estimates predictions were the talk of the thread...Perhaps we should ask him to start them up again?

Best, Kemble



To: rudedog who wrote (156870)5/9/2000 11:32:00 AM
From: TTOSBT  Respond to of 176387
 
Re: "Anybody getting excited about the earnings announcement? Have not heard a peep on the thread... "

Gone fishing!

Seems CSCO's earnings having more effect on Dell today -and entire market- than Dell fundamentals. Maybe a hint will come from supply side for 2nd half although sure Dell has be a part of the shortage as they no doubt locked in their orders?

Message 13629198

I guess those government releases due aren't helping either?
This may just be a buying opportunity?

TTOSBT