Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Steve Rolfe who wrote (147078)	11/11/1999 6:29:00 PM
From: Steve Rolfe	Respond to of 176387

safe assumption that DELL is in talks with companies for a deal similar to the Microsoft/Tandy and AOL/Gateway deals.

To: Steve Rolfe who wrote (147078)	11/11/1999 6:30:00 PM
From: TechMkt	Read Replies (1) \| Respond to of 176387

CC notes: - "Driving to improve margins in Q4." This is a high priority. -Inventory is STILL at 6 days. -43% of total revenue is over the internet. -Greater than 30,000 Premier pages. COuld not hear exact number. -Services accounted for 8% revenue. -Notebook backlog orders are decreasing. -Server segmenr performance is "clearly eroding CPQ's share." -Enterprise segment is now 17% of total revenue. Overall it sounded VERY STRONG and there were hints of big things to come in Q4. Fez