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To: Process Boy who wrote (85618)7/14/1999 7:39:00 AM
From: Fred Fahmy  Respond to of 186894
 
PB,

<Niles will be summarily deified tomorrow because he hit it :-/.>

Ah yes....Danny boy <gg>. He has had a string of incredibly accurate "predictions" starting with his Dell revenue estimate just a few days before Dell announced. I'm sure he's just a great great analyst with no insider information. That would be unethical....and we all know how ethical WS analysts are, don't we <gg>. Tommy K is dead....long live Danny N.

FF




To: Process Boy who wrote (85618)7/14/1999 7:40:00 AM
From: John F. Dowd  Read Replies (1) | Respond to of 186894
 
PBoy: I prefer the phrase, " that they met the low end of analyst expectations despite fighting a price war and increasing market penetration in the new low end market while at the same time improving margins which bodes well for further quantum profitability leaps." JFD

P.S. Forget Niles listen to the company - they, like MSFT, are normally quite conservative in their guidance. They unlike analysts are also regulated by the SEC in what they can say regarding forward statements.