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: PAL who wrote (81112)11/18/1998 12:40:00 PM
From: TigerPaw  Respond to of 176387
 
Can we help by giving low whisper numbers for next quarter
I think the best course is acurate information or best guess. Last quarter there was no estimates here to offset whatever hype was being generated. Perhaps guesses on earnings could be coupled with a calculation about how high or low individuals were in the past (or an indication that they are a first time guesser).

TP



To: PAL who wrote (81112)11/18/1998 9:20:00 PM
From: E. Davies  Respond to of 176387
 
DELL needs to position itself more in the mode of CSCO where they beat by a penny quarter after quarter after quarter and thats exactly what everyone expects. No surprises=no disappointments.
I wonder how M. Dell could convey such a change to the analysts.
Notice how before earnings CSCO and DELL used to trade like they were joined at the hip? Exactly the same prices. Now look at CSCO! Can't figure it.
Eric


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News