BGR, You don't even read the press releases? Shame on you! Here is the exact quote from the CFO, Meredith, on margins in the Reuters coverage from yesterday: "Looking ahead, Dell officials vowed to move aggressively to pass along cost savings to customers in the form of lower pc prices and at the the risk of lower margins....." Read the book, son. <G>
2. Mike Dell announced that he will discuss the company's move into sub $1000 boxes at the April meeting. I guess that must be when the plague is over. <G> Talk about closing the barn door when the horse already has left and dominates growth in your industry. But he is coming around.
3. Intel is still pricier mhz to mhz than AMD. And, worse, their Celery chips are as good as their PII chips. While the PIII chips are mostly for gamers, not business. Tough game for Dell. I know they want to use AMD, but AMD cannot deliver the goods. Intel will continue to sit back and lose market share hand over fist and is nearly out of the retail stores now.
4. Uh, the word is armor. Armour is a meat packing co. <G> The insider sales are the only reason I can figure why Dell ran the receivables game last quarter and not this one. There may be other reasons I don't know about to prop up the sinking ship for last quarter and not this one.
5. Dang, I didn't copy the Y2K story, as I thought anyone interested in the stock would know about it. Forgot about you, BGR, so I'll look it up and get back to you later today.
MB |
