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Dell Computer Corporation (DELL) Message Board

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  • longsrboss longsrboss Oct 10, 2012 9:03 PM Flag

    DELL Earnings Estimates 50 cents plus....

    Hey Osso, thanks this is good stuff as all the nonsense of the death of PC will be causing massive short squeeze of biblical proportions (will de the death of PC shorts via heartattack).

    All the shorts managed to do was to rip each other off as there is no sell off and that most of the volume is to short and cover and hope someone panics and sells.

    Your numbers make good sense.

    Sentiment: Strong Buy

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    • No problem.

      You see if their PC side was down 6.25% that "cannot and does not" translate to nearly 30% decline in earnings (54 Cents last year for the Q3 vs consensus of 40 Cents for this quarter).

      Their Enterprise side has been growing in their number 1&2 markets in the US and China so we should expect an uptick or the worst case scenario, even with last year.

      Finally Windows 8 will settle the score in two weeks as all those who delayed buying will pile into Q4 and with Xmas, it should be a great quarter.

      Sentiment: Strong Buy