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: Mohan Marette who wrote (116738)4/12/1999 4:14:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Hmmm..... "and Gateway about flat sequentially."

I guess Kumar has backed off his extravagant estimate for GTW this quarter. I think it was 90 cents instead of the consensus of about 60 cents.

Regards,

Jim Kelley



To: Mohan Marette who wrote (116738)4/12/1999 4:16:00 PM
From: stockman_scott  Read Replies (1) | Respond to of 176387
 
<<"They (CPQ) need to articulate a strategy and stick with it."

- Ashok Kumar, Piper Jaffray analyst >>

Mohan: Have they ever done this (in the last 3 years)..????...I wouldn't bet on them if you paid me too <GG>!!

Regards,

Scott