Zeev's Turnips Patch-No Politics (ZEEV)

[jdaasoc]

All eyes on DELL.
Surely they knew sales and earnings within 1 cent 2-3 weeks ago. Any reason that they would not be rosy in cc to keep market rocking and rolling tomorrow.

My only gauge to judge Dell's sales is quantity and level of discounts in flyers and on web site. Discounts on entry level systems are at fairly high 15% level IMO. I can't determine if they are shaving margins or is Intel, MSFT and far East suppliers taking the hit. My suspicion is it the latter rather then the former.