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Technology Stocks : Dell Technologies Inc.
DELL 142.61-2.8%3:59 PM EST

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To: j g cordes who wrote (153679)2/11/2000 1:11:00 PM
From: stock bull  Read Replies (1) of 176387
 
JG Cordes, re:<<I perceive their problem as having made a reasonable comittment to Rambus and Intel, not an error in forecasting.>> How would you classify the y2k issue? I can understand the Rambus and Intel problems...but, how is Dell going to protect themselves from future Intel delivery problems? At least GTW is going to Amd as a second source. Also, why bet a product's future on a new technology such as the Rambus memory. Why didn't Dell have a backup plan in case of failure. Did Dell bill Intel for the rework of all the motherboards?

I just think there are many problems in the company that must be addressed.

Stock Bull
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