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

To: JRI who wrote (119221)4/20/1999 10:46:00 AM
From: Ian@SI  Read Replies (2) | Respond to of 176387
 
John,

The only time I've seen Ron show enthusiasm about a rise in the markets was when the FarEast and Latin American markets showed signs of life.

It makes me believe that he's primarily out of the US markets and regretting it.

One has to wonder whether he believes the only way he can do well is if US stocks do poorly. If that's his belief, is he ever in for one hell of a shock should it come true.

FWIW,
Ian.



To: JRI who wrote (119221)4/20/1999 10:53:00 AM
From: TREND1  Read Replies (4) | Respond to of 176387
 
John
You wrote
How did we go from 38% growth in REVENUES, to a problem with EARNINGS

John
It is not earnings that matters.
It is the "rate of change" in earnings and revenues
that moves stocks.

If DELL doesn't get at least a 36% increase in REV,
then DELL's "rate of change" of earnings and rev will
have to be looked at by people like Chuzz...

Larry Dudash


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