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Politics : Ask Michael Burke
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To: JRI who wrote (48884)2/25/1999 12:44:00 PM
From: Knighty Tin  Read Replies (1) of 132070
 
John, I'm never going back to the Dell thread. If anyone wants to know what is happening at the co., they can come to this thread. <g>

Dell may get market share gains. After all, the market is declining so fast that anything is possible. But their core business, corporate buyers, is really sucking wind. I still think we look at three cascade announcements and then le deluge in the fundamentals. First cascade, they missed the whisper in November. Second cascade, they missed revenues in Feb. Third cascade, they miss the eps estimates in May. The only thing that could prevent this is if they guide analyst estimates down enough so they beat a lower hurdle. That seems to be what Merrill is doing today, lowering the bar Dell has to leap over.

BEST,

MB
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