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

To: AJ Berger who wrote (149584)	12/20/1999 4:43:00 PM
From: Dorine Essey	Respond to of 176387

Hi AJ, re:Bought MSFT at $22 back in 1986, but sold at $55 in '87... doh!i AJ, I see you are making the same mistake twice from what I read in your profile. God Bless you , you will need it. Dorine VBG

To: AJ Berger who wrote (149584)	12/20/1999 5:00:00 PM
From: kemble s. matter	Respond to of 176387

You gotta be drinking early this Christmas... :o)

To: AJ Berger who wrote (149584)	12/20/1999 5:02:00 PM
From: jim kelley	Respond to of 176387

Re: Your Panic by Analysts.... Hmmm...You must have got caught in a short squeeze this morning. No panic here, DELL was upgraded by the AXE Kwatinetz more than a month ago. They are expecting a strong showing by DELL in Y2000. Perhaps you are the one who is panicing. "October'99: shortages in 14-15" flat panel displays force long backorders on most profitable notebooks, and many customers rather than waiting, buy from the competition with off the shelf ready inventory that now DELL will have to win back many of these sales. CPQ & IBM pick up the slack." Wrong! The LCD shortage is worldwide and IBM is suffering from the same problem. Also, DELL's notebook sales soared last quarter so the problem simply limited DELL's growth in Notebooks. CPQ has bee losing share in the notebook market to IBM and DELL so they have not benefited from the LCD shortages. So DELL is not losing customers for notebooks. RAMBUS based Coppermine machines were delayed for all manufacturers not just DELL. DELL is now delivering machines. Since they can sell as many of these machines as they can make, they will be sales growth limited by parts supplies. CPQ and IBM and GTW are now more susceptible to a hit from parts supply than DELL because their quarter ends in December whiles DELL's quarter ends in January. In fact, DELL is ikely to have a backend loaded quarter as the in direct companies parts requirements drop sharply in January as they burn off their channel inventory. DELL's business is relatively strong in January historically. Moreover, DELL will be shipping its PowerEdge 8450 8-way server nto the Enterprise market at the end of December which should contribute nicely to the Q4 results.

To: AJ Berger who wrote (149584)	12/20/1999 6:33:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

LOL, Sad, Sad, You have to one the worse informed Bear we have had other then LT that is. Greg

To: AJ Berger who wrote (149584)	2/10/2000 2:49:00 PM
From: AJ Berger	Read Replies (3) \| Respond to of 176387

Upside Surprise my Ass! DELL is being recommended out of Panic by Analysts many market analysts have missed the latest tech rally and are scurrying around like rats looking for crumbs to give their customers. European money has no clue what to buy, so they buy -DELL- is the worst stock to buy right now, and here is a run down of why: October'99: shortages in 14-15" flat panel displays force long backorders on most profitable notebooks, and many customers rather than waiting, buy from the competition with off the shelf ready inventory that now DELL will have to win back many of these sales. CPQ & IBM pick up the slack. November'99: Rambus based machines delayed till next quarter, and with DELL snubbing AMD Athalon, DELL has no new products for power users to buy. CPQ & IBM pick up the slack. December'99: Shortages in Coppermine(256kcache) chips, and continued lack of support for PC133 memory drives more power users into the arms of DELL's competitors. HP, IBM and Micron are shipping! Xmas'99: When DELL was an internet sales pioneer, it got the lions share of computer sales. Now that both consumer and box makers are more internet saavy, DELL is no longer the first and last place to go on the net to buy a computer, and everyone knows it! Budget'99: DELL introduces low cost computer and internet appliances, too little too late. Consumers already know about E-Machines, budget CPQ & IBM boxes and don't even bother listening about DELL who's poor marketing sends mixed messages about hi & low end. This past quarter will be a big dissapointment to DELL shareholders come February; so it would be I'll advised to chase this stock up till after earnings comes out.