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

To: Earlie who wrote (44997)	1/29/1999 8:58:00 PM
From: RealMuLan	Read Replies (2) \| Respond to of 132070

Earlie: the following two posts are from Dell thread. They seems have read IDC report so got some detail info. about 4th quarter. How do you think of them? To: +john rosser (92664 ) From: +Gabriel Dubois Friday, Jan 29 1999 2:53PM ET Reply # of 92886 John, IDC shows DELL with 2.289 million units for Q4. This represents 14% sequential growth for Q4. This represents approximately $0.33 eps without Data Storage. Unless I get better numbers from Data Storage it looks like we're coming in between $0.36 and $0.39 eps. Best Regards, Gabriel exchange2000.com To: +jhg_in_kc (92684 ) From: +Gabriel Dubois Friday, Jan 29 1999 3:26PM ET Reply # of 92886 Significantly, but no one knew how well DELL would penetrate the Data Storage market. IDC reported that DELL generated $946 million in Data Storage in 1998, the bulk coming in the 4th quarter. The impact of this new business category on DELL's earnings could range between $0.03 and $0.07 per share. exchange2000.com

To: Earlie who wrote (44997)	1/29/1999 9:27:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Earlie, I think it could be all of the above. However, you have to wonder how things could get much worse for AMAT and MU, both of which hit new highs today? <G> Talk about brains disconnected from buy buttons. Gateway may be showing Dell the way on AMD processors. If you want to play at the low end, you can't play with overpriced mpcs. True, Intel eats 2/3s of your advertising budget, but they're still overpriced after that. <G> But Intel bulls should be happy. If they lose ALL their market share, then Justice doesn't have much of an anti-trust case. <G> I remember Dell saying that you can't make money on the low end of the biz. I think he's right. And he will be there and be slapped around. <G> MB