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Technology Stocks : Dell Technologies Inc.

DELL 136.42

+3.3%

11:01 AM EST

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To: Meathead who wrote (161677)	10/4/2000 11:31:05 PM
From: Bill Jackson	Read Replies (2) of 176387

Meathead. Dell had to make some advance comment once he knew what would happen. Litigious class action lawyers have made this necessary in this day and age. One now needs to lay the blame for this. Was it an industry wide decline? or was it an Intel wide decline? If it was an Intel wide decline then Mikey is to be faulted by not diversifying Dell's product mix to include AMD parts? Why did he not diversify? was it because AMD parts are no good? No, it was probably because AMD cannot deliver enough parts to satisfy both those who have committed to AMD this past year as well as Dell. AMD is showing the same loyalty to it's clients that Dell showed to Intel. This means that dell will have only second rate offerings until next year at the earliest. By second rate I mean 20% or more slower than those that espouse AMD chips. Saying that dell does offer fast Intel parts is a useless defence as we all know they are not making commitments to ship in a timely manner. So in effect Mikey Dell made a gamble and lost badly, he bet the company and now those chickens are coming home to roost. We could see 40% or more knocked off Dells cap very soon? Cap that will be slow to return. bill

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