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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: gbh who wrote (43916)	1/19/1999 10:44:00 PM
From: Earlie	Respond to of 132070

Gbh: Dell has done a remarkable job of marketing and took advantage of BTO early and well. That said, I think Dell will disappoint this Q. The insiders haven't been selling without reason.(g) Both of Dell's major client areas are cutting back. Every one of the VARs and resellers has provided weak numbers from the last quarter, which is what I expected. It is well known that Dell is scrambling to provide the sub $1,000 PC that you speak of. They're late to that party and it's crowded with competition. Incidentally, Dell's success is much more apparent in their share price than in their cash flow numbers. I agree that business bought up market in the past, but that is changing. Budgets are shrinking and boxes are both better and cheaper. Business is pretty well networked now. A year ago, many were still prospective buyers, today, many are not. Incidentally, the unit numbers are on my side. Unit growth is declining steadily. I won;t bring up revenues. (g) Time will tell. Best, Earlie