Silicon Investor (SI) -- The First Internet Community

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.

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

To: mepci who wrote (161920)	10/8/2000 1:05:54 PM
From: rudedog	Read Replies (1) \| Respond to of 176388

mepci - perhaps some of the problem in the last CC was that MSD was not there - that sent a bad message IMO. But also, DELL for the first time failed to break out investment income from operating revenue, which seemed an obvious ploy to divert attention from weaker product side growth. Also, when questioned hard about the "enterprise" claims, Schneider first said that revenue was up 42%. Then when one of the analysts asked how that could be when the overall share of revenue from enterprise only grew 1%, Schneider danced around and finally said that server business was growing "slightly better than our overall revenue" - in other words, better than 22%... The more he was questioned, the more confusing the answers became. He was either trying to avoid talking about the real numbers or he just did not have a good grasp of what was going on. Either way it did not help DELL with the analysts. We don't really know how TM would have reacted in a crisis since he got to preside over some pretty good quarters, but my sense is that he would have given straightforward answers to those questions and then given his reasoning and projections for the business in a way that would have left the analysts comfortable with his candor, if not with the results.