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

To: Roader who wrote (125020)	5/15/1999 5:55:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Hmmm.... DELL has to beat estimate by 18 %, why is that? Maybe you are talking about 15 cent estimate? I would think that anything over 18 cents is outstanding performance.

To: Roader who wrote (125020)	5/15/1999 8:27:00 PM
From: stock bull	Respond to of 176387

Roader, I think you are right. Beat eps by 3 to 4 cents, and revenue growth up to 45% from the 38% reported last quarter. Of course, if the Fed's show a bias towards tightening on Tue., all bets are off. Stock Bull

To: Roader who wrote (125020)	5/15/1999 11:31:00 PM
From: larry	Respond to of 176387

DELL will not beat by 3-4 cents, otherwise it will show Q over Q earning growth by 20-30%, and 80%+ year over year growth. Sure lots of DELL fans believe that DELL can do so but they simply don't understand physics and math games. It's absolutely impossible. DELL was punished last Q for going too far ahead of its fundamentals and of course, for missing the top line growth number. However, this time around, DELL ewnt nowhere in the last 3 months and we did not have any kind of earning rally, which means expectation is relative low for DELL this time around. The top line growth will be important and I think that it will come in with 5.5-5.6 billion in sales, which is 42-44% year over year growth. The street will be happy if DELL hits this number. As far as earning goes, 50% $0.16, 45% 0.17, 5% higher. No chance of missing quarter. The Fed won't tighten this time or show any bias. Market will drop on Monday and if DELL hits 0.17, we will finish next week anywhere between 43-46. larry