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

To: SecularBull who wrote (54396)7/27/1998 2:52:00 PM
From: Gabriel008  Read Replies (2) | Respond to of 176387
 
LOD, you're right. That's why the April vs July factor becomes important in the case of DELL's report.

For Q3 & Q4 I assumed 13% sequential unit growth with no ASP decline. Gross profit & operating expenses remained fairly constant on a percentage basis. Average weighted shares were reduced by 10 million per quarter.



To: SecularBull who wrote (54396)7/27/1998 2:55:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
LOD, it is my understanding that the figures are from April 1 through June 30. If this were not the case you would get very skewed comparisons, because December (which is a big retailing month) would be included in CPQ's fourth quarter, but not in Dell's.

TTFN,
CTC


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