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

To: jim kelley who wrote (148377)12/2/1999 4:16:00 PM
From: Mike Van Winkle  Respond to of 176388
 
Jim re: everyone deserves a clear statement of the public facts.

A clear perspective of how much and where the money is to be made also seems to require daily mention. The pond Dell sees itself swimming in is $850B (Meathead) or $750B (Michael Dell). Dell's believable strategy to reach their target of 15% of this market has been mapped out; I call this a compelling vision for an investor who is interested in making money by investing in a fast growing company. Maybe this would help with investor perception<G> of Dell prospects?

Cheers
Mike



To: jim kelley who wrote (148377)12/2/1999 4:43:00 PM
From: Buckwheat  Read Replies (2) | Respond to of 176388
 
Does anyone have an idea whether PIII shortages and LCD shortages will effect Dell's earnings this quarter?

My company has had around 100 Dell notebooks on order (as we always do at year end) since the last week in September. The Mobile Celeron models were just delivered this week and the Mobile PIII models have yet to be delivered.

This is the first time that I can remember that Dell required more than a month in delivering our orders.

Buckwheat


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