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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Gabriel008 who wrote (78241)11/11/1998 4:44:00 PM
From: BBG  Read Replies (1) | Respond to of 176387
 
>>>Mohan, have you seen anything from a credible source re. the Whisper number? Briefing.com has stated that the street will be looking for $0.30+ but I believe this was just editorial commentary and therefore can't be considered reliable.<<<

Guy on CNNfn (Bill something) just said that the street is looking for something in excess of .30...

JD



To: Gabriel008 who wrote (78241)11/11/1998 4:48:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
Isn't that a paradox.

Gabriel:
'Whisper number' & 'credible sources'! Isn't that a paradox?<g>
I haven't seen any credible sources for whisper numbers,for one thing I don't know where to look and what the rational behind the whole thing is.It just makes me sick I tellya.

Anyway,have you run any numbers for Q3 for DELL? Kumar is saying ASP will be something in the neighborhood of $2336.00 or some such thing and he estimates units shipments at 2 million,I have a feeling he is wrong on both counts,he could be close but no cigar.

Was your ASP something like 2365.00?

Do let us know if you have done any calculations but hold the EPS if you wanna for obvious reasons.