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


To: Lee who wrote (42333)5/15/1998 2:13:00 PM
From: Venkie  Read Replies (3) | Respond to of 176387
 
It looks like we have plenty of support above$90....A bounce back could be nice when it happens..For ever share sold is a share bot..I bet some big buyer are laughing their butts off for these great deals..We had a lot of nervous folks the last qtr before Dell surprised with great ##..Maria even started a rumor about Dell not making est..I even sent cnbc a nasty e-mail behind it plus JP was spouting the exact same noise ..To the last word..Matbe he saved his post and is just pasting them over..If I recall..We won that round about a zillion pts ago



To: Lee who wrote (42333)5/15/1998 2:38:00 PM
From: AlanH  Read Replies (1) | Respond to of 176387
 
Lee, re:earnings estimates

Perhaps the thread has become fixated on earnings? For what it's worth, DELL will probably meet expectations or beat consensus by ($.02-04). Great! Frighteningly predictable.

Will the cc be flawless? Can MD convince the street that DELL is not facing pricing (aka, margin) pressure? That HWP is not buying market share? That Asian geographies are no risk?

Certainly, DELL is a well-run company with excellent management and execution. The long-term looks good. But, sufficient unknowns have been cited about the short-term.

Not to stir trouble, I recognize that this thread has a strong bond and the bulls have been wildly successful. It's just that a little alarm goes off when I hear "everything's rosey."