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: Chuzzlewit who wrote (43352)	5/19/1998 4:31:00 PM
From: Dell-icious	Read Replies (3) \| Respond to of 176387

the gross margin decreases from 22.3% to 22% I am sure you meant increases, in all that excitement ;) Dell-icious

To: Chuzzlewit who wrote (43352)	5/19/1998 4:54:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

Look at total revenue Per unit, The number continues to go down. Lost 4% seq and 7% Y/Y. Correct me if I am wrong, but isn't that a little higher than it has been in the past, the rate of decline that is? Let me add, the real price war/erosion did not start until April, After CPQ cut to rock bottom pricing, the last month of the quarter. The confrence call should be a real love fest. DELL did not make the 45 cent number that everyone expected. Some one commented about a lower tax rate. That may be atributable to that $500 million bond offering, or just an accounting trick in the first quarter to boost EPS. I guess the debt was worth something after all. Looks like they bought back about another 6 million shares too. trading looks 91 1/2 to 92 1/2 now, Will see what happens in the AM. Can't wait to see the forcasts :) last, that $2500 number is revenue per unit, that is not exactly the same as ASP's on desktops. But I think we should all go home and evaluate out position and take action on the AM if deemed necessary. Jim