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

To: Jim Patterson who wrote (43897)5/20/1998 2:46:00 PM
From: Lee  Read Replies (2) | Respond to of 176387
 
Jim P., >>Re:<< DELL beat "Consensous Earnings Estimates" by 5%, (44 vs 42) the lowest in the last 6 quarters that I have information for.>>

Please see Oops, off the track.....BTW- For all: EPS growth, 4Q '98-1Q '99, 8.6% vs. 5% 4Q '97-1Q'98...Are you listening JP?
Message 4529567

Obviously, there is nothing anyone can say that you can't alter to fit your view; therefore, I will refrain from wasting any further energy discussing this with you. I will only say that the reason that others are reducing price or upgrading content is that they are marching to a price structure set by Dell.

Regards,

Lee



To: Jim Patterson who wrote (43897)5/20/1998 5:39:00 PM
From: Chuzzlewit  Read Replies (2) | Respond to of 176387
 
Jim, DELL beat numbers by a mere 5% this quarter

Maybe a better way to look at it is analysts' estimates improved this quarter. Maybe they are beginning to get a better handle on Dell. Or maybe Dell guided them up to protect existing s/h following the earnings scare from Compaq. I think you're treating the earnings estimate as some kind of passing grade from a company, like 65% when I was in HS.

TTFN,
CTC


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