Paul,Gabriel,anybody can you pls take a crack at this please.
Now we keep hearing about all these data from various sources,Dan- dumb-ass-Niles,Ashok-the swami-Kumar,IDC,DATAQUEST and my mother-in- law even,but how do you reconcile those numbers with this following statements from Wolf of Dillon Read. Anybody wants to take a crack at it.Thanks.
CHARLES WOLF, TECHNOLOGY ANALYST, WARBURG DILLON READ: Nobody knows what the numbers are. I mean, Dell does not provide guidance on their revenue. It sells direct to its customers, so there's no way to check whether its sales are strong or its sales are weak, other than to get comments from the company that would indicate that. Now, the company's not talking because they're in the quiet period before they report on Tuesday. |
