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

To: Chuzzlewit who wrote (79193)11/12/1998 5:26:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 176387
 
Im awaiting your analysis of the rpt Chuzzlewit... take a look at the breakdowns across the lines will ya - ASPs seem to look good.

As a mathematician, my ability to interpret numbers is severely warped.

Michelle



To: Chuzzlewit who wrote (79193)11/12/1998 5:27:00 PM
From: Boplicity  Respond to of 176387
 
It's the surprise that is gone. The story is well known now. I know earnings look good but investors knew they would be.

Greg



To: Chuzzlewit who wrote (79193)11/12/1998 5:27:00 PM
From: Techie  Respond to of 176387
 
Maybe because whispers were over 30 cents??? BTW, why isn't the conf. call being webcast today?



To: Chuzzlewit who wrote (79193)11/12/1998 5:29:00 PM
From: JRI  Read Replies (3) | Respond to of 176387
 
Unreal the jokers that come out on a day like this <eom>



To: Chuzzlewit who wrote (79193)11/12/1998 5:30:00 PM
From: Mohan Marette  Respond to of 176387
 
Paul: No kiddin' I guess 65% growth is not good enough,I guess we need to shoot for zero earnings and change the name to Internut something or the other, yeah that is the ticket.



To: Chuzzlewit who wrote (79193)11/12/1998 5:32:00 PM
From: Diamond Jim  Read Replies (1) | Respond to of 176387
 
"consensus was $.27 and Dell came in with $.28. Where did all the doom and gloom guys come from?"

[[[[

Maybe a PE of 80 brings them out.



To: Chuzzlewit who wrote (79193)11/12/1998 5:34:00 PM
From: BigAppleBoy  Read Replies (3) | Respond to of 176387
 
Dell is up on Level II after hours-69 47/64.Last quarter before earnings it drop from 115 to 109 before earnings and reopen at 122.
We should open at 72 or better tomorrow

I hope nobody short Dell because of that clown on CNBC this morning

Good luck



To: Chuzzlewit who wrote (79193)11/12/1998 9:34:00 PM
From: Buffalo Bob  Read Replies (1) | Respond to of 176387
 
RE: consensus was $.27 and Dell came in with $.28.

As Dell matures into a much larger company, it is obviously guiding analyst estimates more accurately than in the past. I would expect this to continue as time goes on. To see how great these numbers really are, one only needs to look at the other companies in the group.

Bob


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