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

To: mark nickolas who wrote (126156)	5/18/1999 5:04:00 PM
From: Ian@SI	Respond to of 176387

Just as accurate as much of Briefing's commentary. Have they forgot that Dell didn't make the Revenue estimate last quarter and only made the earning's estimate? ... that it got trashed in 2 steps from about $55 to about $35? ... that the Street has been punishing Dell on the belief that its growth has stopped, that it wouldn't make estimates? Well, IMO, Dell has shown once again that it continues to grow much faster that the sector, and that it delivers on its promises. JMHO, Ian. Dell Computer (DELL) --UPDATE-- issue slides 2 3/4 points in 3rd-market trading, after company fails to exceed Wall Street earnings expectations for the first time in recent memory.

To: mark nickolas who wrote (126156)	5/18/1999 5:05:00 PM
From: David Harker	Read Replies (1) \| Respond to of 176387

>Dell Computer (DELL) --UPDATE-- issue slides 2 3/4 points in >3rd-market trading, after company fails to exceed Wall Street >earnings expectations for the first time in recent memory. The spin, oh my god, the spin! Last Q, we DID "exceed Wall Street earnings expectations", but we got killed because of REVENUE not being good enough, at only 38%. Now, we did great on Rev (41%) but ONLY met expectations on EPS - it seems that last Q reactions showed that EPS was not that important - the "new way of thinking" was that Revs were more important. Now, the lemmings switch back to saying "EPS is most important" - whatever!