Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JRI who wrote (151775)	1/22/2000 5:05:00 PM
From: rudedog	Read Replies (1) of 176387

John - re: looks like IDC is looking for 200,000 units less than that (which would make about a 1.5 cent difference in EPS).... What margin assumptions are you using to arrive at the 1.5 EPS hit? Also, apart from the revenue implications, 3.35M units would be essentially flat growth sequentially quarter over quarter. Admittedly DELL is not strong in the Xmas season but no unit growth for the quarter seems like a pretty grim trend, although an improvement in percent net could offset this. Any thoughts? BTW agree 100% on TYC, have a big LEAP position (400 ZPAAF Jan '01 30) picked up "after the fall" at 6 which is already looking good at around 16...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next