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: John Koligman who wrote (148439)	12/3/1999 11:50:00 AM
From: GVTucker	Respond to of 176387

RE: DELL 'weakness' today There are a bunch of stories beginning to circulate that there is currently a shortage of Intel chips in the 'sweet spot,' i.e. 450 MHz to 600 MHz. The story goes that the direct sellers are bearing the most pain, as they carry the least inventory. Further, they are trying to either sell customers up or down from this sweet spot, and not surprisingly, when customers aren't choosing to go elsewhere, they are trading down, not up. Thus, there is both a revenue and an ASP hit. I can't find anything that could be regarded as a totally reliable source yet, however. The closest thing I can find is S. Fortuna, for whom I know this thread has less than a high regard. He stated that he has spoken with GTW management this morning, and they acknowledged that there is currently a shortage of Coppermine based 450 MHz chips right now. Hence, GTW seeing a little more underperformance than DELL today. Scarcely a total shortage in the 'sweet spot', but it's the best I've got right now.