Formerly About Applied Materials 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.

Politics : Formerly About Applied Materials

AMAT 223.31

-3.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stefan who wrote (29475)	4/10/1999 11:35:00 AM
From: Ian@SI	Read Replies (2) of 70976

Stefan, For someone who seems to be selectively bright, is there some reason why you missed out on other key statistics? 1. DELL made its earnings number. 2. Direct sales model is eating market share, PC retailers are losing to DELL, GTW, and other boxmakers converting to the Direct Sales model. 3. In its annual analysts conference Wednesday and Thursday, Dell confirmed that it would continue to grow at 3.5 to 4 times the rate of the rest of the industry; and that it would meet both earnings and sales estimates. As Laszlo Birinyi said on WSW a couple weeks ago, we've seen this technology recession 23 times in the 90's. After 23 times of watching this movie, Laszlo knows the ending. ... and I think I do too. FWIW, Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next