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

To: D. Swiss who wrote (161249)	9/28/2000 10:09:41 PM
From: Meathead	Read Replies (3) \| Respond to of 176387

Re: management is obviously trading bottom line for top line. I agree with your assessment. There is a lot more flexibility in managing the bottom line than the top and Dell is definitely working to deliver on their promise to the street. Of course, with the market the way it is, why bother hitting 30%. Save it till next year when it may actually have an impact<gg>. However, even though Dell re-iterated the 30% number today, the language being used seems to be looking past Q3 and towards Q4 as make or break. It suggests to me that Q3 may not be shaping up to be the needed blowout. We now have 2 data points that suggest a weak Sept (aapl,intc) and it may have been weak for Dell also. It may take a very strong Oct to come in with decent numbers for Q3. Maybe Dell had a great Sept -- we just dont know. The other problem is, management doesn't know how Oct will ultimately turn out. Dell needs ~8.45B top line. If they hit 8.2B, that will be a really good Q but it will go down in the books as a miss. The question is, how much of the potential disappointment is already factored into the stock price? I hope all of it but kinda doubt it. If Dell misses Q3, Mid Feb01 is a long way off to see if Dell can regain credibility. MEATHEAD