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: JRI who wrote (98254)	2/12/1999 5:21:00 PM
From: BGR	Read Replies (1) \| Respond to of 176387

John, I would not expect MD to make such quotes about DELL server business being on an tear and growth to be on track for next two years as he did in the GS conference if he knew that earnings would be low estimates. But note the fine print of Niles' analysis, revenues may be low but earnings will be met, IOW margins will be up. Entirely possible if the transition to server and storage is happenning. Now it would be nice to have higher revenues as well as a side dish. I have no idea whether that will happen or not (but my bet is that it will), but higher margins are definitely welcome. Let CPQ sell as many at cost low end presarios on Onsale as possible at little to no margin while DELL focusses on SUNW's business (low end for the time being). -BGR.