I think they will make their numbers. I can't see them missing and not pre-announcing this time
Ted Parrish
numbers time missing
The company has lost credibility and if they were to disappoint this quarter, it would be a serious blow to the stock and I would have to question owning it going forward
lost company question forward
Generally, tech is still healthy. People were getting irrational with expectations. Just because a company is a little light on sales or earnings doesn't mean the sector is doing badly
people light healthy expectations company sales irrational
Of course I'm worried about oil prices. But sustainability is what investors are looking for. If oil were to stabilize in the low 0s and stay there, valuations could move up.
sustainability oil
Consumers are moving up the ladder and buying more sophisticated phones. Demand is still strong
moving strong demand phones
The presidential race is still tight so market will be skittish,.. Tech stocks will probably trade sideways.
race market trade
A lower share count is what it is. Let's face it. Microsoft's revenue base is so large, it can't achieve the type of revenue growth that it did in the past.
growth past achieve count share face
Companies have to knock the cover off the ball to get their stocks moving again. They have to surprise the Street by a ton.
surprise moving
I don't think Dell will come out and pound the table on corporate spending,.. It's as if Dell is operating in a vacuum.
corporate
I think they need to go outside the company and bring in some fresh blood. It's time to move to a new era
time blood company fresh
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