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Technology Stocks : Dell Technologies Inc.

DELL 133.59

-1.8%

Dec 3 3:59 PM EST

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To: John Koligman who wrote (163302)	12/18/2000 1:48:12 PM
From: D.J.Smyth	Read Replies (1) of 176387

Rollins said nothing of "order cancellations", but "...order expectations exceeding demands...". Should there not be evidence of order cancellations? do we just assume that cancellations are there based on the ongoing and unending fears of analysts? the article you site puts the blame on Dell. Rollins was implying the blame was equally shared by suppliers who were unprepared for the increased demand. So; whom do you believe...? PC sales in Japan are "booming". Do you see any WS analyst talking about the "booming" PC sales in Asia? I don't believe Dell is sick. market analysis in general sucks much more than Dell. too many are now inventing mountains from mole hills.

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