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Politics : Formerly About Advanced Micro Devices

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To: Hans de Vries who wrote (92443)2/11/2000 9:16:00 AM
From: steve harris   of 1576159
 
hansdevries,

re:"DELL"

that was funny, when you read it, most of the statements can be interpreted as "later in the year, we hope *ntel can fix our supply problems"

Even the Windows upgrade excuse.........
Sounds like DELL is waiting on B0 floppermine and Merced to bail his margins out for the year. Good luck!

"And the situation isn't likely to improve in the near future, with flat earnings growth next quarter"

"And Dell expects a big server spending spree through the coming year"

"hardware demands of Windows 2000 is very unlikely to make much on an impact before the second half of the year."

steve
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