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: Sig who wrote (159266)	8/8/2000 3:08:13 PM
From: bonnuss_in_austin	Read Replies (1) \| Respond to of 176387

Hi, Sig et al... Very much enjoyed meeting you folks here for the annual sh/hldrs meeting. Don't know about you, but I don't like the movement in the stock price two days before earnings ... particularly today with CSCO's earnings pending in two hours. Considering selling at least half my LTB&H position before earnings. Am not interested in the competition. Am not interested in long term investments in any of them. Do not want to sit another year on dead money. Comments? "b-i-a" ###

To: Sig who wrote (159266)	8/8/2000 4:38:21 PM
From: Sig	Respond to of 176387

OTOT Csco has good rev,~+53%, earn +60%.EOM SES utep.edu 65, 66, 67, 68 ....

To: Sig who wrote (159266)	8/8/2000 7:19:16 PM
From: kaka	Read Replies (1) \| Respond to of 176387

Sig, Re: Even if revenues are down slightly as Kumar speculates, it will make next years Aug better percentage wise. Kumar said more than that. He speculates DELL's future growth will decelerate even more than the lowered bar of 30% as management said DELL would grow. DELL said for a company their size to increase revneues by 40% each quarter would be like adding a fortune 500 company each and every quarter. Wonder if MSD ever heard of a company called CSCO. One article said DELL might do 22% this earnings period. That, plus a deceleration to sub 30% growth just might be a kiss of death to dell. Barrons wanted to give CSCO the same kiss a few quarters ago when some erudite analyst stated that CSCO just can't grow at the rates it has in the past. The stock tumbled and has been flat since that article. Well, 4th quarter last, CSCO grew revenues 48%; today they showed a 60% growth in revenues. The Barrons writer missed the first grade lesson when the teacher was doing greater than; less than exercises. Will he ever be acountable for his "speculation"? Never. Now it is DELL's turn to perform. Kaka