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: D. Swiss who wrote (103638)	2/22/1999 11:31:00 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 176387

Drew, a very OLD story I and several others on both sides of the issue have posted here several times. Try to understand that there is a difference between units and revenues. If you sell 10 for $100 one year and 12 for $75 the next year, did you do better? MB

To: D. Swiss who wrote (103638)	2/22/1999 1:04:00 PM
From: Chuzzlewit	Respond to of 176387

Drew, you will never convince MB with data. He is a True Believer. You will notice that he has not backed off of his sophomoric interpretation of seasonality. In interpreting the numbers from IDC we need to remember that shipments were artificially depressed during the beginning of the year as CPQ, IBM and HWP were working off inventory gluts. And since IDC and other measure shipments out of the factories (rather than into the hand of consumers) it is easy to imagine what happened. Unfortunately, it is impossible to measure exactly the level of distortion this approach creates in these kinds of conditions. TTFN, CTC