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: jim kelley who wrote (22766)11/24/1997 2:46:00 PM
From: Meathead  Read Replies (1) | Respond to of 176387
 
Jim - All salient points. I would also be shocked if Oct
was a disaster. Higher ASP's due to product mix shift coupled
with falling component prices means healthy profits. I am
really looking forward to M. Dell's insight into the impact
of recent BTO competition.

Here was my initail estimate a few weeks ago:
www4.techstocks.com

I added .02 to .70 cause I'm always too conservative.

MEATHEAD