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To: Lucretius who wrote (19265)2/12/1999 9:25:00 AM
From: accountclosed  Respond to of 86076
 

Dell seen posting Q4 sales shortfall...

Dell (DELL) revenues for the fourth quarter are expected to come in at $5.2 billion, lower than the $5.5 billion analysts at Robertson Stephens had initially expected. Analyst Daniel Niles attributed the expected shortfall to softer-than-expected U.S. corporate desktop and server sales. Earnings-per-share are expected to remain in line at 30 cents per share for the quarter, against 20 cents a year ago. He set a near-term target for Dell of $80 per share. Dell's stock closed Thursday at 101 7/8, up 4 7/8

cbs.marketwatch.com



To: Lucretius who wrote (19265)2/12/1999 9:28:00 AM
From: accountclosed  Read Replies (1) | Respond to of 86076
 
I understand the long term bear case in bonds very well. I am more iffy on your crash scenario involving bonds. I think a flight to quality might have the opposite effect in the short run.



To: Lucretius who wrote (19265)2/12/1999 9:29:00 AM
From: accountclosed  Read Replies (2) | Respond to of 86076
 
Message 7793033


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