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Technology Stocks : Dell Technologies Inc.
DELL 145.70-2.3%3:30 PM EST
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To: Chuzzlewit who wrote (106299)3/2/1999 7:45:00 PM
From: Sig  Read Replies (3) of 176387
 
Chuzz:
Have been pondering about this tech wreck, looks like the following to me:
1. The first leak( more leaks here than in Starr's committees)
came from somewhere near Intel on Feb 1 when Intc dropped $3
( Dell went up 8). Probably had to do with reduced shipments of chips by Intel.
2. So I assume the analysts started checking this out in regard to who had bought fewer chips in Jan. which would be Cpq because of their December channel stuffing. But since they were not sure about it yet, started dumping all computer related stocks.
3. The leak was verified by Feb 4 th, when Intc went down another 9 points and Dell dropped 5.
4. By Feb 9 they felt more certain of the data, and Intc went down another 7 and Dell down 6
5. On Feb 12 Dan Niles dumped his analysis which took Dell down
12 and Intc down 7.
Some glowing reports from Gtw and Intc has helped, but people are still easily convinced that computer growth has slowed based on some perhaps unverified chip sales data.
Even if Dell company production has been unaffected by this, they are considered guilty by association.
The facts which you and others present here show that Dell
can remain unaffected by troubles of other manufacturers and
can even prosper from those.( eating lunches)
Summary:
We can blame it all on Cpq who stuffed the channel, which caused Intc shipments to slow( they would have slowed anyway due to people waiting for release of the Pent 111),which lead to the exposure of questionable CPQ reporting practices, which led to inordinate suspicions of the whole industry.
Sig
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