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

To: TechMkt who wrote (143916)	10/6/1999 4:34:00 PM
From: Calvin	Respond to of 176387

IF there is to be such announcement I would think that it'll happen tomorrow at the analyst conference.

To: TechMkt who wrote (143916)	10/6/1999 4:39:00 PM
From: T.R.	Read Replies (1) \| Respond to of 176387

Fez, IF...IF there is any truth to this I'm surprised CNBC hasn't been broadcasting it without interuption. I haven't heard anything from any reliable sources YET. Let's hope it is nothing but a rumor. Tom

To: TechMkt who wrote (143916)	10/6/1999 6:42:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 176387

To All: Here is Kevin Prigel's latest on Dell from StreetAdvisor No Preannouncement From Dell Kevin Prigel Oct 6 1999 Dell Computers NASDAQ:DELL Technology \| Quote \| News \| Research The source for the Dell preannouncement rumor appears to be incorrect, at least from a timing perspective. However, going into the holiday season, with supply problems looming and component prices soaring, the stage does seem to be set for an earnings miss. The Taiwan earthquake has only made the supply problems for laptop screens worse (we reported last month about delays in the shipment of Dell laptops due to these delays). Additionally, component prices are soaring, most likely pushing margins at Dell downward. Finally, other computer manufacturers that keep inventory of components on hand (an inferior model to Dell in the long run) have locked in lower prices, possibly allowing them to take sales from Dell as they (other PC makers) are able to lower prices. Added together, it appears that Dell may have a tough time making earnings this quarter. JFD