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

To: burn2learn who wrote (148625)	12/7/1999 12:34:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 176387

Mike, RE:"I know your background in cyrix / amd, isn't it premature to be pushing athlon on this thread, volumes are not that high yet. Dell did not get were they are with amd did they?" Someone PMed me this question pertaining to your reply... Maybe you can answer them? "Jim what did he mean by "Dell did not get where they are"? Did he mean: In the CPU bug killing business? or Being Intel's #1 Beta Tester or On allocaton for high performance CPUs? or Stuck without an alternative supplier? or Having to replace defective motherboards? or Stuck with making a "gut shot" chipset work? or Short inventory for Christmas? or Eating memory cost hikes due to the Intel/RAMBUS induced shortage? or did he mean something that just escapes me?? ---- As far as DRAM prices..yes they have stabilized, but at much higher levels. Dells model worked great as long as component prices are falling. Let's see what happens when they rise sharply like that. Let's also see what all the Floppermine delays do to Dells bottom line...that's TWO speed bumps this quarter...and people wonder why Dells stock price is wallowing...not to mention being sawed off at the knees by the ISP rebates of up to $400... Regards, Jim

To: burn2learn who wrote (148625)	12/7/1999 1:31:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 176387

This is what I think could happen to Dell. Intel brings down GTW, is Dell next? biz.yahoo.com RESEARCH ALERT- Salomon sees Gateway Q4 revs limit NEW YORK, Dec 7 (Reuters) - Gateway Inc.'s (NYSE:GTW - news) fourth- quarter revenue growth will be limited by a shortage of Intel Corp. (NasdaqNM:INTC - news) chips, but the personal computer maker should still manage to meet earnings expectations, Salomon Smith Barney said on Tuesday. -- Shares of Gateway fell 2-7/8 to 68-1/4 in early trading on Tuesday on the New York Stock Exchange. -- Analyst Richard Gardner told clients that supply constraints on Intel chips would ''certainly'' limit upside to revenue estimates for Gateway in the current quarter.