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

To: Chuzzlewit who wrote (116079)	4/10/1999 7:36:00 PM
From: PAL	Read Replies (1) \| Respond to of 176387

Compaq said its revenue for the first quarter would be about $9.4 billion, short of the $9.7 billion analysts had expected. And it said that profits would be about $250 million, or 15 cents a share, rather than the expected $540 million, or 32 cents a share. "The quarter's shortfall reflects lower-than-anticipated market demand and increased competitive pricing in the commercial PC sector," Earl Mason, Compaq's chief financial officer, said in a statement. Compaq officials did not return calls seeking further comment. Paul, that "lower-than-anticipated market demand" statement does not reflect the fact that CPQ will only be $ 0.3 billion short of estimated $ 9.7 billion revenues, or a mere 3% while earnings are expected at 15c vs estimated 32c/share or a difference of 53%. That should indicate that the problem is CPQ specific. The "lower-than-anticipated market demand" is the lost to competitors and not the softness in general market. MCD stated on April 8 that the market is healthy. Any analyst should be able to see the soft market excuse given by EM as indefensible. Can anybody say that CPQ management does not deliver? Looking at 5fer I have the impression that his style is authoritarian. Paul

To: Chuzzlewit who wrote (116079)	4/10/1999 8:55:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 176387

chuzz, please don't be disingenuine. yoy comparisons were not in question. the question was whether dell lost market share q3 to q4. nice try at a misdirect, though. one request to address the q4 to q1 decline... Message 7836715 again... Message 7838149 another...https://www.siliconinvestor.com/readmsg.aspx?msgid=7838083 why all these requests when you had the numbers? ;-) btw, since you didn't have the market share numbers, it was kind of a nice tactic to put up rev changes... Message 7838106 do you always bering apples when people ask for oranges? or, only if you don't have any orqanges? ;-) another request for data... Message 7838431 again! Message 7838629 again! Message 7838675 here you admit you didn't have the data... Message 7838913 now you were the first to post data you admitted you didn't even have! revisionism? absolutely!