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To: Venkie who wrote (6792)10/22/1998 5:45:00 PM
From: yard_man  Read Replies (1) | Respond to of 8002
 
Correction: Good for the stock price. Dell and gtw are getting more and more different in their approaches ...

Time will tell



To: Venkie who wrote (6792)10/22/1998 5:53:00 PM
From: yard_man  Read Replies (1) | Respond to of 8002
 
Earnings growth doesn't look real good when you look at the last 6 quarters or so. Much better earnings in the last quarter of last year, if you could believe those numbers given the charges taken in the previous year. Need to see how many of these revenues are lease revenues -- of course, this doesn't matter to the street tomorrow, but if one is thinking of holding past that run-up it may be quite relevant.



To: Venkie who wrote (6792)10/22/1998 5:54:00 PM
From: yard_man  Read Replies (1) | Respond to of 8002
 
I still think that ratio of sales to increase in shipments must be off somehow.

I guess their math works out, but I find it hard to believe that ASPs have only droppped 15% since the same quarter last year!