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

To: Knighty Tin who wrote (46825)2/12/1999 7:06:00 PM
From: accountclosed  Read Replies (1) | Respond to of 132070
 
BBRS' Dan Niles expects Dell's sales to come in about $300 million short of his Q4 $5.5 billion estimate, due to "intensified [competitive pressure], especially in the corporate market."

fnews.yahoo.com



To: Knighty Tin who wrote (46825)2/12/1999 11:36:00 PM
From: Merritt  Read Replies (2) | Respond to of 132070
 
MB: It was Niles at R&S - but Salomon's Richard Gardner rated DELL at Neutral, where Niles only has it at Market Perform.



To: Knighty Tin who wrote (46825)2/13/1999 12:54:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
To All, The negative growth in PC, workstation and large server sales finally made it to the mainstream media in this week's Barron's. A brilliant letter writer in The Mailbag section pointed it out in the message titled "Downright Negatory." O.K., it was me, but if you want something done....<G> BTW, the rest of the issue is not so hot, and that concluded the Barron's Review for this week.

MB


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