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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST

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To: GVTucker who wrote (111581)9/30/2000 1:30:47 PM
From: steve harris  Read Replies (1) of 186894
 
GVTucker,
re:DELL server price cuts

Maybe Mickey realizes Q3 and Q4 earnings are shot.

To cut prices drastically and gain market share would dazzle the analysts.

I think gaining market share carries much more weight than earnings.

I'm sure DELL has the "investment gains" to make the earnings look good, so a miss wouldn't be by much.

The analysts would overlook the earnings miss if DELL increased market share.

steve
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