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 : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (48136)	2/15/1999 10:53:00 AM
From: robbie	Respond to of 97611

You mean WILLIAM B. MICHAELSblowhdmcls????? Yeah, he's another "eloquent b@st@rd." jajajajajajajaja Robbie

To: Elwood P. Dowd who wrote (48136)	2/15/1999 11:11:00 AM
From: rupert1	Read Replies (2) \| Respond to of 97611

Sir Elwood P. Dowd: Was it Robbie who pinched Malvolio Piccoli's nerve. And another thing, is "a surgeon on his thread" something like a "pogo on a stick"? Tireless in the Pursuit of Truth, Yours, Sir Andrew Aguecheek

To: Elwood P. Dowd who wrote (48136)	2/15/1999 9:03:00 PM
From: Key West	Read Replies (1) \| Respond to of 97611

Elwood, Nile in his report stated that Dell would hit it 0.31 number, albeit on softer Gross Revenues due to intensified competition and a slowing PC market. In fact, he states the only way they can accomplish this is by upping their gross margin due to better cost management. Given his shortfall in unit sales from the IDC report times the ASP which is determined at $2365 results in a $236,500,000 shortfall from consensus estimates. What is your take on the fact that he claims Dell will still hit 0.31 despite this massive shortfall in revenue. Further, how do you suppose Dell is capable of such a massive jump in Gross Margins, given their steady 22.5% over the last several quarters. gene Piccoli