Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 129.24

+0.7%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: stock bull who wrote (168724)	2/8/2002 5:22:44 PM
From: kemble s. matter	Read Replies (2) of 176387

Larry, Hi!! RE: I do know that Dell has been short some components, such as sound cards. This may have some impact, but how much, I sure don't known. Also, this problem would not be a sign of pc sales falling off. In fact, it might represent an increase in demand and the inability to get the components in time to meet this demand. Oh well, we'll know the full story by next Thursday. Yep...Any time in the past that I have called IR or talked to someone at meetings they have told me that there are components from time to time that can't keep up with orders...And, there are usually other switches that can be made in certain component situations...They do think in advance here... :o) Obviously, certain components NEED to be there and I have always received the same comments: "demand"... I find it ludicrous that DN is still "predicting" short term...Especially since his vision isn't past the next month...Whoooah ...That takes some real intelligence...Let's hear him explain how DELL was not going to be able to continue to climb (an earlier prediction)...What he has against DELL I haven't discovered, but he surely ain't throwing any compliments...His caution IMO is always a negative...The results are astonishing and even prideful Larry Ellison finds DELL's gain/market share (4pts.) remarkable... Best, Kemble

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next