to publish this-very unfair since DELL is in a silent period before earnings & cannot respond to these negative comments-also note these ananlyts did change the rating which means thay can continue to buy &sell as much as they like-if they had changed the rating the ananlyst & the institution they represent would have been blocked from trading-Niles said he just happened to notice the revenues will fall short after reviewing his research notes-why didn't he catch this earlier?-could it be that most of the tech's had been beaten up except for DELL & after Thur's highest NASDAQ ever-& DELL was out of there reach-I do not believe in coincidence!-it seems like the analyst cannot even agree on the revenue # should be-maybe Niles coild get DELL on earnigs,ASP,or anything else so he picked out this extremely high revenue # to focus on-anything to keep DELL from having its usual pre-earnigs run up & bring the price down notonly on DELL but on most tech's-I so not understand why the CPQ investers are so happy because this is going to hurt them as well unless it can be absolutely proven that DELL lost market share to CPQ,IBM,etc.-BTW did I miss something?-Did DELL's fundementals change last Thur's night???
especially after Tuesday. He's not a Dell bull, and has never been a Dell bull. It's not like someone who's been positive all along is suddenly changing. I even read on another thread that he was using numbers that were several months old. Shortly he'll be just another pathetic analyst with tire tracks running up his back from the Dell rig. Notice how Kumar's commments don't have nearly the impact they used to. Niles will be the same way.