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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: gbh who wrote (55593)4/11/1999 12:35:00 PM
From: Eggolas Moria  Read Replies (1) | Respond to of 132070
 
<<>. They pretty guaranteed sequential top line and bottom line growth.>>

MD pretty much said that they would have sequential revenue growth. Given the prior quarter's results and reaction in the market, that was a necessity, even if the margins are lower. However, what he did not say to the analysts and what they wanted to hear was if the sequential revenue growth would meet current expections (is he talking a little more growth, a lot more growth, etc.).

I don't recall a specific statement on sequential net income being up. Could you post the comment for me? Thanks.



To: gbh who wrote (55593)4/11/1999 2:00:00 PM
From: Knighty Tin  Respond to of 132070
 
Gary, But they guaranteed growth at much lower levels than ever before. And I only heard units being talked about, never top or bottom line. MB



To: gbh who wrote (55593)4/19/1999 6:12:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
Gary, Still think $35 is the absolute low for Dell this cycle? <g>