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

To: TechMkt who wrote (144558)	10/14/1999 8:11:00 AM
From: Lee	Read Replies (2) \| Respond to of 176387

FeZ,..Re:. I think the REAL reason they are having trouble at CPQ is because DEMAND for their PC products is short, not parts. Fez, I ordered my new Latitude at the end of August and it didn't ship until the end of Sept. because of screen shortages. There is really a shortage of components and it affects all vendors and that's probably why Dell signed a deal with Samsung recently. We should be cheered by the very healthy demand.<g> TFT-LCD Components in Short Supply nikkeibp.asiabiztech.com It is widely known that the local output of glass substrates cannot meet demand from the burgeoning TFT-LCD industry. In the next three to six months, the imbalance between supply and demand is expected to become even more severe, when new players in the TFT-LCD market begin to ramp up production. Dell, Samsung In Supply Pact Valued At $8.5 Billion dailynews.yahoo.com NEW YORK (Reuters) - Korea's Samsung Electronics Co. Ltd. agreed to a five-year $8.5 billion computer screen supply deal with Dell Computer Corp (Nasdaq:DELL - news)., insuring Dell's access to scarce supplies amid a global shortage that has trimmed notebook sales, a Samsung official said Tuesday. Cheers, Lee

To: TechMkt who wrote (144558)	10/14/1999 9:34:00 AM
From: rudedog	Respond to of 176387

fez - If demand was low, they would have the opposite problem - too much inventory. shipment delays at least mean there is someone to ship the product to - remember that the consumer business does not use the channel distribution that the commercial business uses. Since CPQ has much less dependence on Taiwan than DELL, this does call into question what the results of DELL's 12 week study will turn up. But CPQ's consumer business uses more Taiwan components than the desktop business.