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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Chuzzlewit who wrote (103871)2/22/1999 4:21:00 PM
From: Knighty Tin  Read Replies (4) | Respond to of 176387
 
Chuzzle, hey, you actually made some sense this time. I finally understand your argument. It isn't that Dell is weak 4Q, it is that everyone else is strong. And this time, everyone else was much stronger than Dell than they have been in past 4Qs. Makes sense. So now we see the weak quarters.

MB



To: Chuzzlewit who wrote (103871)2/22/1999 4:24:00 PM
From: Michael Bakunin  Read Replies (1) | Respond to of 176387
 
Numbers don't lie. Rev growth by quarter:
89-90 90-91 91-92 92-93 93-94 94-95 95-96 96-97 97-98 98-99
Apr 87% 36% 46% 109% 84% 14% 48% 44% 58% 51%
Jul 71% 27% 64% 129% 53% 13% 52% 40% 67% 54%
Oct 28% 43% 67% 149% 33% 17% 60% 43% 58% 51%
Jan 38% 52% 71% 117% 20% 39% 49% 57% 55% 38%

January quarter is weakest three times.
January quarter is strongest four times.

bakunin