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: Ruduee who wrote (76642)	11/4/1998 11:22:00 PM
From: kemble s. matter	Respond to of 176387

Ruduee, Hi!!! <<any comments?>> Sure...got them and have discussed them with Patrick...I'd be lying if I said I wasn't curious...the figures don't point directly to a blow out qt...yet, there are a few things that could influence this...servers for one...let's also wait and see about the margins...Europe could play a very significant role here and Kevin has told us that things are well...sure we'd all love to have Dell sitting on this number quietly...perhaps annoyed at the last few qts. where the whisper number was a real hurdle IMO...frankly, I don't worry too much...Dell's long term growth has me very very excited...nowhere do I see them losing market share...nowhere do I see them in trouble with the competition... Hope this helps some...just my opinion..."more of this will happen in the future than has happened in the past" You know he didn't say that because of strategies one qt. could cost them a few cents...but, those few cents of one qt...could create opportunities that would develop more growth in the future... Best, kemble