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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (136517)	7/13/1999 9:15:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 176387

Chuz, A couple comments. Andy Bryant was interviewed on CNBC this evening. He shed some light on a couple questions... You said, "My take is that the only potentially ominous part is the decrease in units shipped, ..." Andy (INTC's CFO) said that the units shipped was in line with guidance; that it represents 16% (trusting my memory here) Q / Q growth even though it was down slightly sequentially. i.e. This quarter traditionally is the slow one. Andy further stated that INTC gross margins for the YEAR would climb to 60% ± a few percent from the current average for the first half of the year of about 57%. While I'm not the world's best mathematician, it seems that Andy is expecting about 62% ± a few percent during the busier second half. He also volunteered that he's seen no sign whatsoever of any Y2K effect; that he expects normal growth to continue through the second half of the year. My take was that business is very good in the PC world contrary to the expectation of the analysts; and that there just might be some room for shrewd companies such as Dell to negotiate some more substantial volume discounts. :-) Ian.