SI
SI
discoversearch

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 : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JDN who wrote (76853)1/27/2000 8:45:00 AM
From: rudedog  Read Replies (1) of 97611
 
JDN -
DELL's revenue forecast does not explain the drop in earnings - it would cover only about half, even at the lowered margins they showed last Q. And the unit numbers do not explain the revenue shortfall - only about half again. The story just does not add up. I agree that their model is putting a squeeze on them that won't let up unless we see a reversal in market conditions, but that is only part of the story. I expect that DELL management will need to do a LOT better at explaining the problem and give some pretty tight guidance to get any confidence from investors...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News