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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (473)8/14/1996 1:59:00 PM
From: Glass House   of 132070
 
Mike, am curious about the DELL numbers also, especially with emphasis on your current belief that we are in or about to go into a drastic margin reduction for PC makers. First on DELL, if year ago was .66, the estimate .86 and actual 1.15 don't you think they have stashed some cash (carried over profit) for next quarter? In other words they would have blown out everyone at 1.00 so if they are showing 1.15 maybe the real number is even bigger? Second, what exactly did you see in GATE's last numbers that made you suspicious about where they are going and could it have just been a bad quarter versus a trend? This is all under the context that you admit you have a tendency to see a trend very early, which may still be the case here but only if DELL is taking market share which doesn't seem to quite explain a nearly doubling in profits.
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