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Technology Stocks : Dell Technologies Inc.
DELL 132.08-0.8%Dec 1 3:59 PM EST
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To: kemble s. matter who wrote (160927)9/21/2000 6:35:09 PM
From: dwdkc  Read Replies (5) of 176387
 
OK, so what is the real deal in Europe? Intc said they are short primarily because of European slack demand, which is 22% of their revenue. Rollins just said Europe is showing signs of turning around.

1) Is Dell doing better than the market as a whole (INTC) in Europe lately?
2) What % of Dell's sales are in Europe? If as I think they are under 10%, this won't necessarily affect them much.

So do we take out another mortgage and buy more Dell calls tomorrow?
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