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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (59177)	5/13/1999 12:32:00 AM
From: jim kelley	Read Replies (1) of 132070

MB, That is a pretty strong set of statements!!! Let's take a look at them....... A couple of corrections and comments first: The sequential decline in YOY growth rate for DELL between calendar Q1 (52%) and Q4 (56%) was 4% not 6%. You are 50% too high with your estimate. A better forecast of DELL's YOY ASP decline is -7.6% not -10%. You are ~31% too high with this estimate. Now the real crux of your position lies in the statement "I think April was much worse than January". Why do you think that April was worse for DELL than January? JK

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