36 Quotes by Dan Niles

It doesn't get a lot better than that, especially for a company that just hasn't been doing very well for the last year. It's going to be good for them tomorrow, and that should have a positive affect on a lot of the other chip makers, especially guys that are closely related. It will have generally a positive affect on the overall market.

The problem is how long will it take for the fundamentals to stop getting worse, and we don't see that happening any time soon.

Though we believe Dell can outperform the Nasdaq in 2000 after a poor 1999, we believe this can only happen after expectations have been reset to more reasonable levels. We believe downside on the stock is to the high $30s. We remain on the sidelines until then.

There has been a huge run-up in price this quarter - unbelievable results.

There could be a bloodbath in pricing in the first part of next year if they don't move inventories over the holidays. The magnitude of the miss gives you an idea of what's going to happen with the PC market next year.

When you miss your top line by $1 billion, the stock should go down. With negative year-over-year revenue growth it is really hard to get excited about the stock.

It was about as good a quarter as you're going to get. They cleanly beat the numbers by about three cents.

The supply situation will likely get worse in the first half, while demand looks sluggish at best, with large inventory levels in the supply chain.

Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also said that industry growth for the third quarter was going to be worse than expected.