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To: Ibexx who wrote (78758)4/13/1999 4:39:00 PM
From: JRI  Read Replies (2) | Respond to of 186894
 
Did I understand right that 59% was the gross margin, and it is expected to be flat for the second quarter?? Isn't that on the high-end of the expected range, pointed to health in the PIII market (high-end) sales...(and not an overreliance on Celeron to make the number(s)

Dellhead would like to know..tia



To: Ibexx who wrote (78758)4/13/1999 4:54:00 PM
From: Barry Grossman  Read Replies (2) | Respond to of 186894
 
Ibexx,

CNBC's Kernan just gave us the Drew Peck spin.

He said that Peck thinks that 7.1B revs is "startingly" off what he said that analysts were expecting - he said 7.5B was expected. [By whom?]

What about the .57 vs. .55? Peck said that half of the extra is from "interest and other income" and the other half ??.

It wasn't a positive take.

Barry


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