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Technology Stocks : Dell Technologies Inc.
DELL 143.47+3.4%12:43 PM EST
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To: stock bull who wrote (153783)2/12/2000 8:30:00 AM
From: Sr K  Read Replies (2) of 176387
 
Y2000: They also stated that Y2K would not be a problem

IMO it was the simplistic and imprecise questions. If MSD was asked will Y2K be a problem? ... that is not the same as What Y2K issues do you think may be a problem in Q4 and the early months of 2000? Dell's answer probably was a narrow answer about technical disruptions at customers and suppliers, and in that sense answered the question. But it did not address supply and demand issues such as accelerated late 1999 ordering as a precaution against possible disruptions [aside: the drug sector is weak IMO in part because many had late 1999 volume accelerated from early 2000 and the "market" thinks Q1 will be correspondingly on the light side, but soon enough, the market will look 6 months out to Q3 or so, and not be so concerned about such Q1 shortfalls], or lockdowns in place by 9/30/1999 at many larger companies which would not be removed promptly at 1/3/2000, or a little additional delay to 2/17 due to W2K. I think Dell cannot be blamed for answering that there would be no Y2K problems because at the time there was a sense among business leaders that they had a group responsibility not to set off a panic. Remember, the Fed printed loads of extra cash and there was a widespread belief that there would be some problems and shortages. Many companies built up inventory to cushion expected supply disruptions (Dell did not, at least at 1/28/2000). Dell, as a company, answers precise questions precisely, and general questions accordingly.
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