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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 6:57:59 PM
From: Meathead  Read Replies (3) of 176387
 
Re: string of 'bombs' and mis-execution...

Be reasonable John. Compared to it's peers, Dell has done much better by far... unless they miss earnings badly, then they'll be in good company.

The supply problems related to the 8100 are due tremendous demand that has exceeded projections for the new P4 product. The 8100 is ramping up and volumes are typically low just after launch but in this case demand has been far above the norm for a product like this. Ironic because the media has labeled the P4 a dog.

This wont have any negative impact to Dell in regards to hitting their number. They are selling everything they planned and then some. Only problem is they can't capitalize on the opportunity to sell even more.

MH
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