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 : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: johnd who wrote (53073)	11/10/2000 12:37:46 PM
From: johnd	Respond to of 74651

I think Dell is changing to a conservative guidance model as it wants to start showing upside surprises and boost its stock back to 57-60 level again with time. The company is finally may be getting it right and not getting into this trap of seeing its stock take 50% hits my missing optimistic guidelines by 2-3%. This is why conservative MSFT gives worst possible scenario guidance and then beats the hell out of those estimates. Like last Q, it gave 41c and then surprised by 5c. I think this Q, it wil be the same. Company will have 7B in revenue with the 6.8B guidence and EPS will be at 54-55c compared to 49c. Another EPS upward revision will follow