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

To: Gabriel008 who wrote (145063)10/19/1999 8:50:00 AM
From: jim kelley  Read Replies (2) | Respond to of 176387
 
Gabriel,

It looks like Micron Technology has been bleeding the PC box makers on price. A number of them including DELL have been dumping drams on the spot market driving the prices down.

The problem does not appear to be in Taiwan alone.

JK



To: Gabriel008 who wrote (145063)10/19/1999 9:02:00 AM
From: Dorine Essey  Read Replies (1) | Respond to of 176387
 
Gabriel,
DELL is ok. Even Joe Kernan or [what ever his name is] Was talking positive about DELL.
I heard over the week end that Michael Dell just came back from Taiwan and things were not as bad as they thought .

Actually, the cuts estimates are good for DELL. Remember, AAPL had the similar problem with MOT and their estimates were cut and they then beat the expectations. Joe K brought this up this am.

Dorine



To: Gabriel008 who wrote (145063)10/19/1999 9:45:00 AM
From: D.J.Smyth  Read Replies (2) | Respond to of 176387
 
Gabriel. they must be looking at the benefits to Dell's bottom line coming early next and mid year?



To: Gabriel008 who wrote (145063)10/19/1999 9:55:00 AM
From: Bald Eagle  Respond to of 176387
 
I think we'll see sub 35, then I'll load up the truck :-)


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