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: Claude who wrote (101571)	2/17/1999 8:22:00 AM
From: Dick Brown	Read Replies (1) \| Respond to of 176387

You are missing that when they make quarter to quarter comparisons after the spilt they will be spilt adjusted..This quarters .31 will be reported as .155.

To: Claude who wrote (101571)	2/17/1999 8:24:00 AM
From: im a survivor	Read Replies (1) \| Respond to of 176387

People, People......cooler heads will prevail. Lets look at the facts. DELL is getting creamed right now and may be creamed for a little while longer...who know's. But the reason they are getting creamed is because of TOO LOFTY EXPECTATIONS. DELL has spoiled us. DELL will not drop based on fundamentals. The fact is, they had 5.2 billion in revenue, .31 cents a share earnings, 40 something percent increases in revenue and etc, etc. They are the largest, they grew the most percent wise within their industry and there isn't a competitor in the industry that posted better numbers. If this earnings report was for any other company other then DELL, it would have been Fantastic. Michael DELL has proven, if he finds a bump in the road, he will find a way to get over that bump. As the industry changes, he will change with it. I have no doubts about DELLS future. All this is, is a buying opportunity in one of the best companies in the world. I have been talking with many large brokerages. Most are drooling over the proposition in stocking up on DELL at a discount. The next few weeks will be very interesting, but the end result will still see DELL as a leader in the industry and a leader in investing gains. Anybody that thinks this report is bad, needs to go smoke another one. All this hoopla about slowing growth and losing market share to Compaq is almost funny. There is so much more market share yet untapped, and if I had to put my money on who will lead the way, I have learned to never bet against Michael Dell. Compaq was behind the 8 ball. They had to change their business model to compete. They did this, and so did many other competitors. So, you would expect Compaq to take some biz, I mean they made MAJOR changes in order to get some of that market share...and with all those changes, they still lag very far behind DELL, and with all the direct selling all the comptitors started doing, DELL still came in with mind boggling numbers. I also understand there was a delay in large corporate order at the end of the qtr, which effected the bottomline numbers. This will only add revenue for the next qtr. Anyway, I will watch closely, and will buy as much as possible at these levels. Good luck to all.