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To: rudedog who wrote (33323)9/23/1998 11:46:00 AM
From: Tumbleweed  Read Replies (1) | Respond to of 97611
 
Wasnt that growth at the expense of massively lowered margins?

As they slashed prices to move inventory? Therefore, the growth is not necessarily indicative of what will happen when they move back to a 'normal' pricing model?

Not a troll, a genuine question, some good analysis there rudedog.

Think I may dump this cr*p and buy CISCO. After 1 year, about 10% down. Not very impressive. (meanwhile, my overvalued Dell continues to accumulate overvalue)

JoeC



To: rudedog who wrote (33323)9/23/1998 12:15:00 PM
From: Eddie Kim  Read Replies (1) | Respond to of 97611
 
>>Dell's 75% growth was real, as I said.

How do account for this? More specifically, how does one end up with 75%?

I'm calculating a 55% growth rate for DELL: 1997 ---> 1998.



To: rudedog who wrote (33323)9/23/1998 4:12:00 PM
From: D. Swiss  Respond to of 97611
 
rudedog, thank you for the good analysis and clarification.

:o)

Drew


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