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

To: D.J.Smyth who wrote (160940)	9/21/2000 8:06:39 PM
From: Meathead	Respond to of 176387

Kumar owns all the credibility right now. Unfortunately, now it really doesn't matter what management says, his Intel call makes him look like a genuis whether he's right on Dell or not. And if he's wrong on Dell, it probably won't overshadow his 'rightness' on the INTC prediction. If Kumar says Dell will miss, it's now gospel in the investment community until Dell proves otherwise. Of course, everyone on the Intel thread is pissed at how badly Intel's IR has been managing expectations. (sound familiar?). When Kumar made his call a few weeks ago, Intel maintained that Q3 was on track and re-iterated that fact several times. Of course, Dell should gain some credibility about falling component prices. Kumar's prediction is for a Q4 inventory buildup and falling component prices leading to lower PC prices plays very well into Dell's model. Of course, last time this happened, the market did not view falling PC prices as a positive for Dell... yet their results proved otherwise. Dell's management has done a fine job this week in painting a positive picture for the company and getting the analyst community and investors thinking happy thoughts again. Unfortunately the INTC warning will likely wipe out one of the best weeklong efforts we've seen from Dell's mgmt in a while.... right at a time when the stock really needed a boost. The disturbing trend over the last year or so is that the analysts who separate from the pack and turn bearish have almost always been correct. This has happened one too many times now for my comfort level. MEATHEAD