SI
SI
discoversearch

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: John Hauser who wrote (108870)3/10/1999 3:53:00 PM
From: John Hauser  Respond to of 176387
 
Intel bounces off profit worry
Chip giant has 'no plans now' to issue warning

cbs.marketwatch.com



To: John Hauser who wrote (108870)3/10/1999 3:53:00 PM
From: yard_man  Read Replies (2) | Respond to of 176387
 
:-) been fun chattin' with ya folks ...



To: John Hauser who wrote (108870)3/10/1999 3:56:00 PM
From: Ian@SI  Respond to of 176387
 
14.3% rise is an INDUSTRY WIDE estimate. We all know Dell's PC shipments outpace the industry average several fold.


For the last quarter, it was only 3.55 times as fast as the industry not the desired 3.6 times. :-)

I guess we just have to accept that Dell has a growth rate that 99% of the other S&P 500 companies would kill for.

Ian.



To: John Hauser who wrote (108870)3/10/1999 4:01:00 PM
From: SecularBull  Read Replies (2) | Respond to of 176387
 
I think that tippet's argument is not whether or not DELL can grow share, but rather the two following points: 1) will DELL be the last great maker of buggy whips, and 2) will DELL be able to sustain revenue growth amid falling prices?

The first is complete BS, IMHO.

The second is certainly a point worthy of discussion. Unfortunately, tippet does not cite any data when making his/her point. This detracts from the credibility and worthiness of tippet's posts.

Perhaps he/she will come up with some data. I'd love to discuss real data, instead of feelings...

Regards,

LoD