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: wayne nikituk who wrote (121480)	4/30/1999 4:37:00 PM
From: GRANOLA	Respond to of 176387

wayne, they will run up before earnings, which wcom did not because of the nxtl rumors...what they do after earnings depends on their #s...they must meet or beat the whispers in today's mkt, IMO, in order to keep rallying. otherwise they sell off for a short time, then resume their climb...IMO if you buy the right stocks, DELL, CSCO, WCOM, INTC, MSFT, LU, IBM...you can't go wrong. the INUTS are a bit more tricky...what they do after their earnings depends on micro issues in the mkt, economy, sector, etc etc at the MOMENT of their announcements...so far. which way is the wind blowing now? as a DELL shareholder, you don't have to put your finger up...just relax and make lots of $$$. good luck, GR

To: wayne nikituk who wrote (121480)	4/30/1999 7:03:00 PM
From: Fred B.	Read Replies (5) \| Respond to of 176387

Wayne, It is an issue of expectations.WCOM, CSCO, AOL, etc. all were expected to have great numbers. That is why they all get hammered after earnings. However,after Dan Niles' infamous call before the last earnings report and the confusion on the health of PC industry, expectations have been greatly reduced for DELL. Dell's historic growth rate was supposed to have been reduced from %50 to the mid-thirties. That is why if DELL comes out with a good report(and make no mistake about it , top line growth will be the most important component of that report) , the stock will rocket. Personally , I think DELL will surprise the street with about at least %45 growth.Why ,you may ask? Well , it is an issue of the crediblity of management. A few months ago, in the Goldman Sachs Tech conference, Michael Dell predicted PC unit sales growth to be in the 17-19 percent range and dell's unit growth to be a multiple of that. Well, IDC and Dataquest just came out with Data that confirmed that for the first quarter(historically the slowest in PC industry) . Since then both Dell and CFO Meredith have dropped as many hints as possible,, without pre- announcing before the quarter even ends!!! as they could . Comments such as "Dell is growing at its historical rate", " The win rate going into this quarter was at its highest level ever", "Dell continues going like the energizer bunny" etc. etc. I tend to believe these guys because of their history of being credible. In the last earnings conference Call, instead of blaming the industry for the shortfall in the top line, they took blame for it and emphasized that they will make sure the same miscalculations won't be repeated unlike that con man, Pfiffer ,who tried to lay the blame at the foot of the industry. They will not make these comments if the quarter wasn't going better than expectations. As the favorite whipping boy of this thread ,Ashok Kumar, said a couple of weeks ago "the magic is back in Austin". We will all know in a couple of weeks.