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Technology Stocks : Dell Technologies Inc.
DELL 138.80-2.7%Nov 11 3:59 PM EST

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To: Meathead who wrote (151422)1/15/2000 3:59:00 PM
From: Ex-INTCfan  Read Replies (1) of 176387
 
Meathead,

The only possible negative for Dell in the current quarter is the timing of Windows 2000. If I was in the market for a new PC, I'd wait until I could get the new OS on/about Feb 10. If others feel this way, the cloud has a silver lining, bc the next q will be very strong.

More good news for next quarter is that most of the Y2K freezes should be over at the end of January.

If Dell has a strong current quarter (and they may well given the strong INTC report), just imagine what the next quarter will look like with a bit of pent up demand and Windows 2000.

INTCfan
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