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: jim kelley who wrote (22757)	11/24/1997 1:50:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Jim - I'm on vacation this week so I have time to beat up the bears. It sure is easy... and fun too!! Who knows, Dell may only meet expectations and then this thread will be flooded with "I told you so's" and "it's the end of the world" for PC manufacturers. Now fighting the bears under those circumstances will be a BIG job. I don't think the number will have as much of an impact as M. Dell's forward looking statements. He is going to have to walk a fine line setting expectations this time. Paint a rosy picture for future prospects while reiterating the fact that they can't be expected to grow at 100%. Any mention of pricing pressures due to the industry's assault on the direct model and, well, yikes! MEATHEAD