Dell Technologies Inc. Message Board

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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: Yaacov who wrote (150667)	1/7/2000 11:24:00 AM
From: TigerPaw	Read Replies (2) of 176387

why the stock is lagging? If I knew for sure I would have sold all my stock last February. The delays by Intel and Rambus has meant that there have been no new products in 1999 that were really faster, so they have been less compelling, and caused disruptions in DRAM delivery. Storage got hit when the chief supplier Data General was bought by EMC. Consumer space is growing, but has lower prices. Microsoft spent the whole year re-doing Win 95 into Win 98 which was a big yawn for boosting demand. Notebooks can only be built as fast as LCD screens arrive. All in all I would say a lot of problems, each local to a particular product line, hit at the same time (or one after another). None of them appear to be systemic. TP

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