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: Patrick E.McDaniel who wrote (72906)10/19/1998 12:00:00 PM
From: PAL  Read Replies (1) | Respond to of 176387
 
Hi Patrick:

First of all: thank you for tallying the earnings estimate. Now that the end of the qurter is only 12 days away, I suggest that we send our estimate via PM to you. In essence it is like a secret ballot. After Nov 12, you can publish our estimates and see who comes in the closest.

My reasoning is this:

a. there has been some talk that whisper numbers take into account stock chat estimates. And since we are mostly bulls here, we tend to be more optimistic than most. Hence if the whisper number is pumped up, and Dell does not beat that unrealistic estimate, the stock will be penalized as a result.

b. by keeping our estimates secret, we will not be influenced by what other estimates that have been published. Anybody who watches "The Price is Right" can relate to this (such as "I want to be the highest or the lowest" syndrome).

c. Only you will know all our estimates prior to announcement.

Thank you.

PAL



To: Patrick E.McDaniel who wrote (72906)10/19/1998 10:02:00 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Patrick,
Hi!! <<By next year, a DSL standard is expected to bring a larger range of vendors to choose from, resulting in more competitive pricing; also, more consumers will be sampling and buying DSL service in retail stores.>>

Is this an indication that this is on top of us this soon??

Best, Kemble