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Technology Stocks : Dell Technologies Inc.
DELL 122.70+0.2%Nov 18 3:59 PM EST

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To: Gabriel008 who wrote (105789)2/28/1999 8:14:00 PM
From: JRI  Read Replies (3) of 176387
 
Gabriel- Does the ZD article change your view's for the quarter at all? Your numbers?

I am trying to reconcile it with the bullish outlook TM and MD gave forth in the CC...something doesn't quite add up here (one possibility: Dell is the ONLY boxmakers that will prosper in Q1, with all others, working off inventory..taking the hit...)

Regardless, I also find ZD's article conflicting with what was put out (by everyone in the industry...analysts, market research firms, and CEOs) that Q1 sales (1st half) would be strong (relative to previous years) due to Y2K..
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