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 133.35

+0.1%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gabriel008 who wrote (44362)	5/22/1998 1:09:00 PM
From: jim kelley	Read Replies (1) of 176387

Gabriel, An excellent report amidst dismal profit reports from the competition. Meathead has pointed out that the ASP reductions was due to the end of life sales of the 66Mhz I/O bus based Pentium systems and that the transition to the 100MHZ I/O bus based systems is complete now. This may allow the ASP to return to the 2600 level.So there is room for a nickel's worth of surprise due to the latest Pentium-II based systems. Incidently, I looked into a number of computer retail stores yesterday. CPQ, HWP and Packard Bell were all low on inventory. IBM had the most inventory of Aptivas. There were units on display. I guess Win98, and the new Pentiums are next for retailers and they have to clear their old inventory to create shelf and inventory space. I mentioned that my EPS estimate was high due to the lower than I expected ASP. Otherwise, I would have nailed the EPS. Do you have any idea what the stock buyback is going to be? Regards, Jim Kelley

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next