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

To: Boplicity who wrote (144566)	10/14/1999 10:05:00 AM
From: GVTucker	Respond to of 176387

Gerg, Dell stated, "I don't believe the short-term environment will be one that has a major disruption to our business." 'Major' is a relative word, and could be broadly interpreted. In an accounting sense, major is usually interpreted as 10%. I think that the market has a lower threshold for 'major.' There must have been some impact in spite of what Dell tried to spin, because later in the meeting he said that determining the exact impact is difficult because it can take as as many as 12 weeks for part such as semiconductors to work through the production cycle. Other comments: "We believe that we did get commitments from our vendors to support us." A commitment to 'support' is very different than a commitment to 'supply.' In short, if you think that DELL was unaffected by Taiwan, I think that is in error. It may be true that DELL is less affected by the problems than its competitors, although I think that is a debatable point. But looking at M Dell's comments, I think that there will be some impact.