Kevin McCarthy Revenue Quotations

We are lowering our future revenue estimates modestly, which causes a slight decline in our earnings-per-share assumptions. Our fourth-quarter earnings estimate now is $1.45, down a penny, and our 2001 estimate is $4.90, down from $4.95.

Dell needs to quickly decrease its reliance on desktop revenues (currently 48 percent of total sales), and establish a presence as an enterprise supplier (currently 19 percent of total sales). A successful transition will take time and money, and could lead to further revenue and earnings shortfalls.

in line with the lower end of the Street revenue range of $9.65-$9.85 billion.

Apple introduced several way cool products at Macworld. We believe these new products and others still in Apple's development labs will provide upside to revenue and earnings potential for Apple during the next two to four quarters.