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To: Mohan Marette who wrote (92224)1/28/1999 5:15:00 PM
From: SecularBull  Read Replies (2) | Respond to of 176387
 
The unreliable scuttlebut in Austin is that DELL is having a blowout Q4, and that rumors of a 2:1 are running rampant.

I remain cautious on the latter, however.

Regards,

LoD



To: Mohan Marette who wrote (92224)1/28/1999 6:00:00 PM
From: Neville H. J. Gorman  Read Replies (1) | Respond to of 176387
 
Hi Mohan!

I know I'm an old lurker, but what can I contribute to this amazing thread? I saw this news about market share increase and unit growth in Europe earlier in the day. Do these numbers only include PCs? If so what do you expect for servers etc.? They should have grown even more! And with storage (I recall Gabriel posting something of about $900 million in revenues a few days ago) this seems to be a monster of a quarter! Perhaps revs up >60%? That would be amazing. The market seems to evaluate it this way. What is your take on revs for this quarter? Hope to hear from you. Glad I've got my $$$ with the right company. Regards,

Neville