SI
SI
discoversearch

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: Ken Beal who wrote (59289)8/18/1998 10:02:00 PM
From: Dr. D  Respond to of 176387
 
We should do the "earnings guessing game" again next quarter, but this time, everyone lowball their estimates. I have a feeling the 52c figure "originated" here.

Thoughts?


I have been giving this subject some thought since the discussion started last night. I personally think we DO contribute to the raised whisper number. I suggest we chance the way we do it.

Why not do it like this.

Post all estimates private to Patrick. Patrick keeps the estimates private, and posts them at the close of trading after earnings are reported. This way we still can play the game, without showing our hand.

C'mon guy's you don't show your card's before you lay down you bets.
(I love poker, but Dell is a better Game.)

Any other thoughts of comments.

Best wishes

Donald

..." 90% of the game is « mental". Yogi Berra..



To: Ken Beal who wrote (59289)8/19/1998 12:05:00 AM
From: Don Martini  Respond to of 176387
 
Ken: My estimate for 99Q3: 37 cents. You've got the right idea!

Don



To: Ken Beal who wrote (59289)8/19/1998 12:07:00 AM
From: Craig Lieberman  Read Replies (1) | Respond to of 176387
 
Ken and all,
Consider a new earnings game..
Ask the question in the following way...
What number would DELL have to report for me to be disappointed.
This is the number which should tank a stock, not some over inflated wish-for number. That is why I posted 48 cents this time.
If they came in under 48 cents I would be concerned. I didn't even "expect" a split. Now I am elated. How do the 56 cent guessers feel?
We should continue the game but consider the "disappointment number for your bid rather than your wish-for number.
IMHO
Craig