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Technology Stocks : Dell Technologies Inc.

DELL 136.29

+3.2%

12:13 PM EST

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To: Bill Jackson who wrote (161685)	10/4/2000 11:44:55 PM
From: Meathead	Read Replies (3) of 176387

Re: Dell made a gamble and lost badly.. I suggest you take a little time and look at Dell's business fundamentals, what they do and how they do it. Understand why they are currently not selling AMD chips to their corporate base of clients. It has nothing to do with performance. There is a whole business world with needs and demands (customers who don't like changes or care for an xtra few % benchmark scores) that the average consumer cant even begin to comprehend. That's not to say Dell will never sell AMD chips. When the time is right as dictated by business conditions I believe they will without a doubt -- probably to the consumer market first. Also understand how Q3 has historically worked. Message 14440731 It's backend loaded and very hard to predict within a +/-3% accuracy. Plus, please comb through Dell's last 20++ 10Q's. Scroll to the bottom line and show me just where they have lost badly. If you are pointing to the stock price as evidence that they have lost badly, then so has Intel, AMD Microsoft, Apple and soon to be <insert your favorite high flyer here> who are all 50%+ off of their highs. MEATHEAD

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