SI
SI
discoversearch

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.
Politics : Ask Michael Burke
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Knighty Tin who wrote (51970)3/15/1999 12:50:00 PM
From: jim kelley  Read Replies (3) of 132070
 
MB,

You are neglecting DELL's stated objective to grow revenues.
DELL stated that they came up short because they had not been aggressive enough on corporate pricing which has a 90 day order cycle. They began to fix this (pricing) sometime in NOV-DEC and should see the effects this quarter.

DELL was also probably affected to some extent by some customers putting off purchases until the PIII became ready in mid February.

CPQ went on multiple shifts and overtime as soon as the PIII became available(Rudedog).

IMO you are dead wrong if you think that DELL is getting clocked this quarter. In fact, DELL may show considerable top line growth this quarter like it did last year when everyone feared a slowdown in PC unit sales.

DELL's growth rate in the consumer and small business market is much higher than GTW. DELL is selling to the VAR's that service small business. This is where CPQ is vulnerable.

JK

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News