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 : Dell Technologies Inc.
DELL 133.20+5.7%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: garrick le who wrote (35908)3/27/1998 7:13:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Garrick, try something a little more realistic. A 35% drop is huge!! That probably makes sense only for a company determined to play in the sub-zero playground. A 20% increase in units sold is a tremendous understatement. Remember, Dell is expected to grow at 2 to 3 times the industry average estimated at about 15%. So, lets try these numbers: 10% price drop and a 37.5% growth rate (2.5*15 = 37.5%)= 23.75% increase in revenues. Now factor in a shift towards servers and high end desk-top machines and you probably hold the line on ASP (i.e. 37.5% revenue growth). Now use the upper end of unit growth (45%) and you have 45% revenue growth.

Now lets factor in robust growth in Asia and Europe and we have ...

Aren't numbers wonderful!

Now, all we need is proof!

Regards,

Paul
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext