Kemble, from another Dell thread:
Speaking of Dell, the company itself could be poised for a solid 2000 after a so-so 1999. Some of that optimism is being fueled by what Dell, the CEO, revealed last week.
"I think 2000 is going to be a very good year," Dell said.
What's more, he indicated that the company has put most of its component supply problems with Intel behind it.
<<<<<
and another post:
boards.fool.com
This week's Barron's:
The Intel situation was pretty bad in the third quarter, [but] it is getting a lot better," Dell told the crowd. One of the benefits of these power summits is that with everybody milling about at the same hotel, it allows some portfolio managers to get private meetings with the CEOs.
After sitting down for a one-on-one with Dell, Janus' Scott Schoelzel said: "I'm very comfortable with Dell. He genuinely confirmed that Intel's yields are getting better by the day," said Schoelzel, whose $28.8 billion Janus Twenty Fund holds about 20 million shares of the Austin, Texas, computer maker.
Cheers
Mike |
