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: jim kelley who wrote (125196)	5/16/1999 4:29:00 PM
From: Kumar	Read Replies (2) \| Respond to of 176387

I strongly feel that DELL will beat the street eps estimate by a wide percentage. I have a very long position in DELL. In the long term I feel confident that DELL will do fine. In the short term, however,it is anybody's guess. -Kumar(diferrent than the one you guys love to hate)

To: jim kelley who wrote (125196)	5/16/1999 10:22:00 PM
From: Meathead	Respond to of 176387

Jim, I think you've nailed it... "Dell is enforcing discipline" on the analyst community and they seem frustrated and clueless. You do a lot of homework. More than I can say for some<g>. Re: Management has considerable control over these fundamentals. Yes! Like nobody else in the business. Dell processes thousands of data points daily on how the quarter is progressing. They have considerable control in dictating the outcome. Their level of control is likened to a sound technician sitting behind a console using a flotilla of knobs and faders to fine tune the mix. MEATHEAD