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

To: Sig who wrote (162332)	10/24/2000 6:29:42 PM
From: Sig	Read Replies (1) \| Respond to of 176387

Un-employeed Seer, desperately needs work. Has computer and Web connection.No car. Will work for beer or options. Palm readings, astrology, market predictions. some math Sig

To: Sig who wrote (162332)	10/24/2000 7:00:42 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

screwy. NT has a market cap of $204 billion with sales of around $29 billion. NT comes out with a 30% to 35% growth prediction for next year (MUCH HIGHER than they predicted in the 3rd qtr. of last year, then ended up beating the growth by delivering low 40%). so what does the Nasdq and NYSE do?...they sell off CPQ in the afterhours. let's not forget Dell too. even though Dell is committing to 25% to 30% for next year with 1/3 the market cap of NT...even though IDC is predicting corporate sales in the 25% range for next year...even though we're all tired of shenanigans and pricing privilege it doesn't matter that NT is saying the same thing they said last year at this time; yet their book of backlog continues unfettered...their backlog is even higher this year percentage wise than it was last year! how do they compute that? the market doesn't know the difference bw. a JDSU photodiode and an NT SONET agreement; yet it's willing to sell both regardless. this is what Nortel said LAST YEAR October 1999: ...Commenting specifically on the Corporation's anticipated U.S. GAAP financial results for 2000, Frank Dunn, senior vice-president and chief financial officer, Nortel Networks, said, "Given the strong quarter and our strengthening momentum in the marketplace, we now expect that our revenue growth will exceed the market growth of 14 to 15 percent by about 6 percentage points, and that our growth in earnings per share from operations will be faster than our revenue growth". in other words, Nortel stated growth would exceed expectations, up to 22% for this year. Last year at this time Nortel's market cap was equal to Dell's market cap now. So, NOW we have Nortel saying growth will be in the 30% to 35% range, which BY MY CALCULATIONS IS 12% BETTER THAN WHAT THEY WERE PREDICTING LAST YEAR, and the NYSE has a turd. Only the analysts were predicting 40% growth for next year. Nortel predicts 22% growth and delivers 40%. They predict 35% growth and deliver...