It's Wednesday, August 17th, and this is Market Fullery.

I'm Chris Hill and joining me in studio today from Motley Fool Asset Management, Bill Mann,

from Inside Value, Joe Maker, and for Motley Fool Global Gaines Tim Hanson.

Guys, good to see it for the second day in a row.

We're going to try to behave it today.

No, no, don't.

Why start behaving now?

Fair part.

All right, we've got an IPO, we've got earnings from Abercrombie, and Fitch.

We've got some very entertaining emails from our listeners, but we are going to begin with Dell,

shares of Dell down today after the company cut its forecast for the rest of the fiscal year.

Joe, profit was also up 63%, but that kind of doesn't...

To $2.

It seems like it doesn't even matter.

Yeah, I mean, I think what typically happens here is one of the stories where they lower

guidance and a lot of people initially are like, why is the stock dropping?

And it's because animals respond to guidance and they cut their sales guidance for the year.

It's tough to tell if it's because of the actual economy deteriorating.

I think that's most of it, but part of it in their defense was it sounds like they're chasing

less bad business and

you gotta give them a little bit of credit for that they're moving away from

being a boxmaker of consumer goods towards focusing on higher value products.

...