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

To: BGR who wrote (80331)	11/15/1998 12:21:00 AM
From: larry	Read Replies (1) \| Respond to of 176387

AS, Q1 is usually the weakest Q and Q4 usually the strongest Q. To ask DELL to grow earning by 10% Q1 year 2000 over Q 4 year 1999 sounds a bit stretchy to me. I will take 0.30-0.31 for next Q, and 0.32 for Q1 of year 2000. Also I will be more than happy if they can actually report 0.35, 0.39, and 0.43 for the following Qs. That will put the FY 2000 earning at 1.49. IMHO, these are not easy tasks to me. And already I have received five private messeges from several long term DELL bulls showing concerns about the questions I raised in the last several posts. Maybe they are nothing. But if...that will be a very unpleasant surprise. I might change my mind of selling leap naked puts, instead, I will do it on a monthly basis. larry!