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

To: calgal who wrote (146831)	11/9/1999 6:05:00 PM
From: Patrick E.McDaniel	Respond to of 176387

Leigh, a couple of stories worth reading. Dell CEO says company won't face parts shortage tennessean.com AUSTIN, Texas -- While acknowledging there will be shortages of some computers heading into the holiday season, Dell Computer Corp. Chief Executive Michael Dell assured about 200 industry analysts visiting Austin yesterday that his company is in the front of the line for components made in Taiwan. The earthquake that hit Taiwan on Sept. 21 killed nearly 2,300 people and injured 8,700. But, Dell said, the 7.6-magnitude quake did not seriously damage manufacturing plants of Dell's suppliers. Dell buys notebook computers and parts such as liquid-crystal displays and mother boards from Taiwanese companies. He said those suppliers assured him when he visited Taiwan last week that the Round Rock, Texas, company's size guarantees it will get components if there are shortages. "We're going to squeeze out the little guys, and I think we're going to get the parts we need," Dell said at the annual fall meeting with analysts who follow Dell for large investment companies and PC industry research firms. Dell said his company deals directly with customers, and guides customers to purchase components more readily available, eliminating delays. "Our flexibility here is much, much greater than others," he said. "I'd be very surprised if we didn't come out of this a whole lot better than our competitors." His comments were prompted by concerns voiced by analysts at a dinner Wednesday night. Dell's confidence contrasts with a warning Oct. 1 from Hewlett-Packard Inc. Chief Executive Carly Fiorina that a disruption in chip supplies would lower HP's fourth-quarter results. Dell said he's much less optimistic about supplies of liquid-crystal displays, the thin screens that go in notebook PCs and with newer desktop models. But even that shortage, which predates the earthquake and affects all PC makers, is not expected to affect Dell's third quarter, which ends Oct. 31, Dell said. Nonetheless, Don Collis, Dell's senior vice president for investor relations, acknowledged uncertainties about the quarter. "We can't be that explicit about what Q3 looks like," he said. The Tennessean takes a cheap shot at Michael: Dell founder meets, greets, but dodges tax questions tennessean.com

To: calgal who wrote (146831)	11/9/1999 9:33:00 PM
From: The Commander	Read Replies (3) \| Respond to of 176387

I've owned Dell for quite a while and experienced some quiet times as well as spectacular fireworks. We're in a bit of a quiet period now. This will not be permanent. When Dell naps, it usually lasts a little longer than many shareholders are comfortable with, and we lose a few. Those who remain are well rewarded for their patience. The 'gloom and doom' of the thread is a reasonable indicator that we're about to see some kind of 'awakening' with Dell. Enjoy investing, Fred.