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Technology Stocks : Dell Technologies Inc.

DELL 139.84

-2.0%

9:58 AM EST

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To: TechMkt who wrote (152276)	1/26/2000 11:41:00 PM
From: Sig	Read Replies (3) of 176387

Fez: A bad day for Dell In retrospect, I can count 14 negatives or warnings beginning with that Revenue miss of last February. Taken one- by- one, most did not seem serious enough to call for drastic action. Added all together, and we get a day like this. One of these was the stated lack of parts about the time of the TAiwan quake , followed by huge contracts for LCD's and Disk drives. This should have been read as Dell being so desperate for parts as to make concessions to get them. Also Intels more recent statements of not being able to deliver enough processors. Very serious for a BTO company like Dell. Kills production. I hope that many here were able to sum up what the clues added up to and act in a protective manner. I tend to get lost in the details, make many wrong guesses, but was able to drift away from being overly into Dell. Now its Onward and upward from a lower base (wag) Sig

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