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

To: rudedog who wrote (147688)	11/19/1999 7:34:00 AM
From: GVTucker	Read Replies (2) \| Respond to of 176387

Question for the board: Carly Fiorina stated that DELL is now selling 30% of revenues through channel partners (i.e. resellers), and implied that this number is growing. Here's a link: infoworld.com Can anyone verify or refute this number? I realize that Ms. Fiorina is a biased source, and I'll certainly try to speak with a DELL rep, but I'd also like the opinion of the thread.

To: rudedog who wrote (147688)	11/19/1999 8:31:00 AM
From: Lee	Respond to of 176387

Hi Rudy,..Re:. hit DELL harder than the other vendors, that the numbers have reflected that Considering the following, I'd say you're right. <g> Plus the following remarks from the Q report. Plus, the only thing I saw that HWP referred to were component shortages from the Taiwan earthquake, presumably LCD panels. As the company announced on Oct. 18, third-quarter results were negatively affected by a higher-than-expected cost increase late in the quarter for random-access memory used in Dell products. dell.com Vendor Estimated Actual Quarter End Date Earnings Earnings Dell 0.18 0.18 Oct. 31 HWP 0.73 0.75 Oct. 31 IBM 0.93 0.93 Sept. 30 GTW 0.34 0.35 Sept. 30 CPQ 0.05 0.08 Sept. 30 biz.yahoo.com biz.yahoo.com biz.yahoo.com biz.yahoo.com Guess IBM shouldn't have been included but they got mashed because of the negative tilt to the conference call. <g> Cheers, Lee