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: Gabriel008 who wrote (54631)	7/28/1998 9:28:00 AM
From: Mohan Marette	Respond to of 176387

Gabriel: Thanks for keeping track of the stats.It looks like either the reporter wasn't paying attention or the Mr.Chu goofed in not explaining it the way it should be. But any way if the component prices have fallen 40% YOY and if the ASP only fell between 9%-12 YOY there is still a lot of room here for healthy profits,particularly in Dell's case as they have other tools in their arsenal to achieve lower cost than the other guys.

To: Gabriel008 who wrote (54631)	7/28/1998 11:02:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

Gabriel: Thanks for clearing up some of my questions. Two more for you: 1) If Chu is right, and Dell's ASP has fallen 9-12% Y-O-Y, any idea what that would make the sequential number? 2) Concerning yearly EPS... when I have accessed the Nasdaq Marketsite and done an infoquote for Dell, it has listed the analysts' quarterly earnings estimates for Dell, along with the annual earning estimates for fiscal 1999 and fiscal 2000. If you take the quarterly consensus numbers for Dell's fiscal 1999, and add them together, you will equal (what is listed for) Dell's annual earning estimate for fiscal 1999. This is how I arrived at the conclusion that you could add the quarterly earnings estimates together, and get the annual figure..(and not have to take total net profit and divide by average weighed shares)....So, I am confused...I know you are right, but how are they accounting for the averaging of weighed shares in the Nasdaq web site.....Are they (Nasdaq) doing it wrong, or am I still missing something? (No hurry to answer this one, take your time!)