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: Gabriel008 who wrote (92669)	1/29/1999 3:05:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Gabriel- As always, thanks for your help....you know, I am guessing that (given that Dell reports Nov.-Jan. and IDC reports Oct.-Dec.) that Dell could see an additional pop of .01 or so (or more?) in substituting January for October.. My thought process is that October was (apparently) a weak month for Gateway, and other manufacturers...Remember that Dell came in a little bit lighter than we expected last quarter (capturing October)...Kumar said (in October) that companies were delaying traditional end-of-month purchasing in October due to (overall) economic uncertainties.. From the grapevine, it looks like there was terrific momentum going into January...uncertainty lifted for corporations...consumer empowered by bonuses and stock market recovery... Hope I'm right...maybe that could push your prediction to .37 to .40, no?