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To: Jeffery E. Forrest who wrote (24323)11/21/1997 3:37:00 PM
From: Sector Investor  Read Replies (1) | Respond to of 61433
 
<< find it interesting that the last Dell O'ro report was being waved around on this thread as gospel when it said what people wanted to hear. Now, for some reason, they somehow have lost credibilty?>>

No one is saying that. It's simple deduction that a drop in Q3 revenues to $270M - mostly on lower RAS sales WILL translate to lower
Q3 market share in Dell'Oro's numbers.

What they are saying (and I concur) is that this is an anomaly, not a trend, due to the TNT and 56K issues this Summer.