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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: umbro who wrote (69240)	10/18/1999 9:22:00 PM
From: AurumRabosa	Read Replies (1) \| Respond to of 132070

Guess that explains why Dell insiders sold tons of stock last quarter. Loaded to the gunwales in puts!!! Now if INTC officers would just tell the truth of the impact of parts shortages due to Taiwan earthquake. They forgot to mention shortages in keyboards, monitors, plasma displays, etc... [Taiwan Quake] Parts Shortages May Hamper PC Shipments in November nikkeibp.asiabiztech.com

To: umbro who wrote (69240)	10/18/1999 10:03:00 PM
From: Jack T. Pearson	Respond to of 132070

Dell: ``We are also taking actions to reduce overall memory consumption, including advertising system configurations with lower amounts of base memory.' I hope this doesn't mean that they will try to compete on price against a 128mb computer with a 64mb or 96mb computer. That would cost them market share. They can recover rapidly if profit drops for a quarter, but not if they lose market share. This tactic, of suggesting less memory to hold a price line, insults my intelligence. It also dissappoints me. I had come to expect higher standards of business ethics from Dell. This sounds downright shady. Dell's only recourse is to eat the cost. Any other action will cost them more than money.