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Technology Stocks : Dell Technologies Inc.

DELL 133.59

-1.8%

Dec 3 3:59 PM EST

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To: Walcalla who wrote (143690)	10/3/1999 9:19:00 PM
From: JRI	Read Replies (1) of 176387

HP..."Taiwan may negatively effect the quarter".. Well, what else did we expect the new CEO to say?..better to blame the quake...then to say..."we just don't execute...we aren't as competitive, etc....as our competitors...." IMO, this is not a clear indication (that there really is an effect from the quake)...Apparently, Gateway is (not at all, barely) affected, and has said so... Quake gives Carly a little more breathing room...IMO, (breathing room) ain't gonna help her in the box business.. Thanks for the info...

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