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.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Ian@SI who wrote (138708)8/9/1999 9:06:00 AM
From: GVTucker  Respond to of 176387
 
A few details from Niles' upgrade

--He thinks that DELL revs were $6.1 b in the quarter, above his $5.87 b estimate. He thinks that ASP declined 3-4% quarter over quarter vs his 2.5% estimate, though, so he's got the quarter at $0.17 still, although he thinks that $0.18 is possible.

The main reason for the upgrade appears to be solid revenue growth for October quarter; he thinks that revenues may grow 10%+ sequentially for this quarter.