How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 472.22

-1.3%

Nov 21 9:30 AM EST

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To: taxman who wrote (30468)	10/6/1999 6:56:00 PM
From: John F. Dowd	Read Replies (5) of 74651

taxman:Here is the latest from Streetadvisor.com as it appears they are trying to wipe the egg off their face. JFD No Preannouncement From Dell Kevin Prigel Oct 6 1999 Dell Computers NASDAQ:DELL Technology \| Quote \| News \| Research The source for the Dell preannouncement rumor appears to be incorrect, at least from a timing perspective. However, going into the holiday season, with supply problems looming and component prices soaring, the stage does seem to be set for an earnings miss. The Taiwan earthquake has only made the supply problems for laptop screens worse (we reported last month about delays in the shipment of Dell laptops due to these delays). Additionally, component prices are soaring, most likely pushing margins at Dell downward. Finally, other computer manufacturers that keep inventory of components on hand (an inferior model to Dell in the long run) have locked in lower prices, possibly allowing them to take sales from Dell as they (other PC makers) are able to lower prices. Added together, it appears that Dell may have a tough time making earnings this quarter.

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