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: Dr. David Gleitman who wrote (77103)	11/9/1998 12:33:00 AM
From: Lionheart	Read Replies (2) \| Respond to of 176387

If I remember correctly, last quarter the stock did not appreciate that much prior to earnings, but there was somewhat of a run-up. Then after the earnings announcement, the stock gapped up the next day about $10. The quarter prior to that, the stock had a good run-up prior to earnings, then fell back quite a bit because Dell only beat estimates by .02/share. The whisper numbers/expectations had even been higher. That is why I am glad that there is not a guessing contest this time which can create unrealistic expectations. I think if earnings are .28/share, however, the stock will probably pull back because the street is used to Dell beating consensus by more than a penny. I do know that Dell has beat estimates for the last, what?, 20 or 21 quarters. I do know that this last quarter's sales should have been very robust.

To: Dr. David Gleitman who wrote (77103)	11/9/1998 5:45:00 AM
From: Dorine Essey	Read Replies (1) \| Respond to of 176387

David, With regards to DELL, I was a bit disappointed with the lackluster performance for the week. According to my brother in law, using some software from Worden, he indicated that the DELL chart appeared to be lackluster with a decrease in the "Balance of Power". Correct me if I am wrong, but I believe that during last quarter, DELL was very quiet until after earnings. Not so, Worden says DELL a BUY as of Nov. 6, 1998. Chart looks good according to my husband HERB. Last week was in an accumalation period. Dorine