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

To: Indelible who wrote (92823)	1/29/1999 5:49:00 PM
From: TigerPaw	Respond to of 176387

I would suggest that earnings predictions be tempered Reasoned and accurate numbers will do best for Dell in the long run. I would like the predictions to include how accurate the predictor was in the last round. TP

To: Indelible who wrote (92823)	1/29/1999 6:31:00 PM
From: JRI	Respond to of 176387

Indelible: Thank you for your comment. The financial press is full of people who have no clue what they are talking about....If Ms. Bartiromo did not blame SI...she would have blamed "internet sources" or something of the sort...I am sure that when CNBC reporters take a stand...it is not on something that they "think up" rather, it is based on something that their sources tell them....the "scuttlebutt".........Obviously, there IS some sort of linkage between chat rooms and whisper numbers..but what it is....no one can adaquately tell in any sort of accurate way........look, if we are going to "selectively" peruse at any sort of conversation about any particular stock (you name the source: CNBC, financial press, internet chat rooms), you can find a opinion which suits your taste..find someone who thinks a stock is going to the moon or going to tank...and you can find someone who will claim the whisper number is going to be anything from .10 to .99.. Again, I will emphasize that if people read the Dell SI thread and walk away with outrageous whisper numbers....they are not using this source correctly..and with very little effort, it is extremely easy to tell which posters here do their homework, and which posters do not... Anyone who would take seriously those posters who do not back up their numbers are playing a lottery...the fact that Ms. Bartiromo blamed the SI Dell thread, in my view, is not credible...She should blame those idiot(s) who walk away from an(y) investment thread not doing their research, and takes statements (found on investment threads) as gospel (without further thought)... While starting out as an offset to conservative stock analysts forecasts (guided by the companies themselves).... whisper numbers have become things of manipulation by those who have something to gain by it.... BTW- This is not meant as a personal slam on M. Bartiromo. I think she (usually) does a very good job, and is sometimes in an admittedly difficult position..

To: Indelible who wrote (92823)	1/29/1999 7:17:00 PM
From: Chuzzlewit	Respond to of 176387

I think it is a truism that whenever a stock goes down following earnings it is the result of not meeting investors' expectations. That isn't a mystery. Whether those expectations are verbalized, as in people individually predicting results, or simply acted at by people's buying and selling decisions immediately following earnings, it is clear that the investment community generates a consensus from which it works. And that consensus was operative long before Maria Bartiroma and friends regaled us with "whisper numbers". The mistake is in assuming that if it weren't for those publicized "whisper numbers" the investment bar would be set by analysts' consensus estimates. TTFN, CTC