I'm surprised it was this good, quite honestly. And more importantly the guidance for next year on the gross margin line of 57 percent. I think people are going to be very encouraged given that's up pretty substantially from what they did this last year.
More Quotes from Dan Niles:
We believe that Compaq also did a good job on the profitability front, which should enable operating margins to more than double from third-quarter levels ... this should lead to earnings-per-share at least several cents higher than the consensus First Call estimates of 0.16.Dan Niles
Dell's forecast paints an ugly picture of current trends and calls into question the credibility of a seasonally better third quarter that others have forecast.
Dan Niles
It's a disaster. They told us three months ago that Y2K isn't going to have any effect on them at all. They miss this quarter, now they're saying the next quarter is going to be even worse and that the first quarter will have even more losses.
Dan Niles
In the past, Intel has had much higher performance products than AMD had, so they bombed prices on the low end, and kept pricing higher on the high end. This time, AMD's got as speedy processors as Intel does at the high end. There's nothing Intel can do.
Dan Niles
The unit growth is not so strong as to offset the price declines they're seeing in their chips.
Dan Niles
Our biggest surprise and disappointment is that the company did not lower the fiscal year 2001 revenue guidance as well.
Dan Niles
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