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 138.80

-2.7%

Nov 11 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: hsg who wrote (105995)	3/1/1999 8:07:00 PM
From: Mohan Marette	Read Replies (2) of 176387

...and another thing about Micron------> hsg: Also note that Micron closed down their Japanese operations and that means a write off of another 4 million or so dollars not to mention lost sales from Japan. Now here are some comments from the 'experts' on the subject of PC sales growth or lack of it. ============= .......'On the other hand, the first part of the year is typically slow and the large PC makers continue to take market share away from other vendors. Dell, after all, still experienced a 38 percent growth in its first fiscal quarter. In addition, expectations for a stronger than usual first quarter have been fueled by a surge in PC buying in the last part of the year. ........... Salomon Smith Barney analyst Richard Gardner lowered his earnings per share estimates from 34 cents to 30 cents for the first quarter on Compaq but for a different reason. The devaluation of Brazil's currency has dropped the value of the company's inventory by $100 million, which is the chief cause of the revenue shortfall. While he acknowledged Compaq's admitted shortfall, Gardner did not believe it spelled a trend, yet. "......., we are not prepared to conclude based on several months of slower growth that there is a fundamental problem with PC demand--January and February are never great indicators of how March quarter demand as a whole will come in." -Rchard Gardner (Salomo Smith Barney)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next