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


To: Sr K who wrote (151584)1/18/2000 11:34:00 PM
From: Patrick E.McDaniel  Read Replies (2) | Respond to of 176387
 
Sr. K, I don't have each analyst's estimates for Dell this quarter.

It may be here:

dailystocks.com

I have Dell @ $7.16 Billion in revenues. This quarter is the most difficult quarter to predict for Dell. New product line, questions about component supplies and Y2K questions are forces we will have wait for February 10th to understand.

IDC and Dataquest data will be out later in the month and even then I would not be comfortable calculating ASP for Dell with new WebPC and not knowing how successful it has been.

I would say $7 billion plus or minus $2 billion.

Dell has been very quiet lately. More than normal and people are being very tight lipped across the board!

:o)



To: Sr K who wrote (151584)1/18/2000 11:35:00 PM
From: OLDTRADER  Read Replies (1) | Respond to of 176387
 
RE:Departred-Could this situation be a set-up to nail s.a. analysts like Niles?wbm