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To: Dorine Essey who wrote (147307)11/12/1999 2:45:00 PM
From: John Koligman  Respond to of 176387
 
Dorine,

Nah, Dell can use it to explain next quarters results. You know the drill, ASP's lower because the top end chip was unavailable, revenue likewise affected, etc. etc. <ggg>

Regards,
John



To: Dorine Essey who wrote (147307)11/12/1999 3:16:00 PM
From: calgal  Read Replies (1) | Respond to of 176387
 
Dorine:

Hang in there... I am sure Dell will start to climb soon. It was a very solid quarter, despite the Earthquake. Dell is a very solid company and they are ahead of the game. But, what a disappointing way to end the week... Still have less than an hour to go, however.

:)Leigh



To: Dorine Essey who wrote (147307)11/12/1999 3:18:00 PM
From: Alohal  Respond to of 176387
 
Aloha Dorine! RE: "Is this our problem?????" Sounds like the kind of problem we should all be happy to have!! Demand outstripping supply should be a short term problem, but bodes well, indicating a ramp up in PC sales, especially at the high end. Who is the best positioned PC maker in the biz?
Cheers
Alohal