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: Jorge who wrote (77918)	11/11/1998 12:06:00 AM
From: DO$Kapital	Respond to of 176388

affirmative on the hot air

To: Jorge who wrote (77918)	11/11/1998 12:53:00 AM
From: zurdo	Read Replies (3) \| Respond to of 176388

This Kumar character sure seems to be playing a quite few sly games with Dell, using his alleged credibility as an analyst to put out ambiguous information that could be construed as negative, then he says he meant something else, and didn't intend to be negative...Now he apparently has finally come out of the closet to go negative on Dell publicly...He has fervently been introducing doubt on the wisdom of investors being long on Dell...If Dell's earnings do come up short, he deserves an apology...However, if Dell's earnings come in as Michael Dell said they would, then Ashok Kumar will be exposed as a sleazy SOB whose credibility, if any, should disappear forever...This fellow is one of the factors in Dell's weak showing so close to earnings report time...

To: Jorge who wrote (77918)	11/11/1998 1:05:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176388

Jorge, The component price versus the product pricing issue even if correct would not affect the report coming on Thursday. DELL's price reductions followed INTELs price reductions. Sales of high end servers and workstations should offset any margin squeeze at the low end. The 7.6% number seems to be meaningless. Is it supposed to be the sequential unit growth rate or is it supposed to be the Year over year quarter growth rate. In either case it is way off. Sequential unit growth rate: Last quarters units were 1.805 M. This quarters units are reported to be 2.0 to 2.1 M units. The sequential growth rate is therefore between 10.8% and 16.3 %. There is no possibility of a 7.6% sequential unit growth rate. Last year November unit shipment were 1.209 M units. Thus the year over year growth is between 65.4% and 73.7%. So again no cigar to the analysts. Pure BS.......... Regards Jim Kelley