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Technology Stocks : Intel Corporation (INTC)
INTC 40.51+0.4%3:59 PM EST

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To: GVTucker who wrote (90624)10/19/1999 10:33:00 PM
From: larry   of 186894
 
I read a report today saying that DELL might report 5-7 cents for this coming quarter. I have been thinking about this DELL warning for some time. My brokerage house buddy has warned me 3 times in the last two weeks that DELL was about to warn. I did not take it seriously until late last week. Here is what I think:

IF DELL IS ABLE TO PULL IN NUMBER ANYWHERE CLOSE TO 20 CENTS, THEY WILL DO THEIR BEST TO MAKE UP THE MESS. YOU PLAY A FEW TRICKS HERE AND THERE, AND YOUR EARNING REPORT LOOKS GREAT. IT MUST HAVE BEEN A PRETTY BAD SITUATION THAT DELL HAS TO WARN. IT'S DEFINITELY NOT THAT THEY ARE GOING TO MISS THE QUARTER BY A COUPLE OF PENNIES. SHOULD BE MORE THAN THAT.

OR IF THE SITUATION IS EVEN WORSE THAT DELL IS USING THE EARTHQUAKE AS AN EXCUSE TO MAKE UP FOR SOME SERIOUS SHITTY ISSUES?? IT'S INTERESTING TO KNOW THAT TAIWAN IS NOT EVEN ONE OF THE TOP PLACES TO GET DRAM......

larry
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