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: rudedog who wrote (150411)	1/5/2000 5:52:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

INTC has been known to rank its customers when supplies are tight. Perhaps this is part of the other 3 cents worth of miss. If GTW reaches it revenue targets but not its earnings targets you will be wrong even if INTC short sheeted GTW. :)

To: rudedog who wrote (150411)	1/5/2000 6:13:00 PM
From: SecularBull	Respond to of 176387

Rudedog, I agree with your perspective. DELL is #1 with INTC on the loyalty issue. The others will suffer due to their disloyalty. LoD

To: rudedog who wrote (150411)	1/5/2000 7:33:00 PM
From: Alohal	Read Replies (1) \| Respond to of 176387

Aloha Rudy! According to GTW: cnnfn.com "The company said the weaker-than-expected business-to-business sales were due to Y2K concerns at the end of the year. "The Y2K fears appeared most prevalent among large businesses and government and education institutions, where sales declined approximately 15 percent in the quarter," said the company's statement. " Not a coincidence that these customers are where Dell is strongest, and Dell management and MD have said repeatedly that they see no slowdown in business in these areas do to Y2K or any other reason. I don't think GTW could very well have said Dell is kicking our butt in this space, so they just blamed it on Y2K fears. Don't get me wrong, I do believe they had component problems born of standing in line behind Dell and CPQ, but I would be very surprised if that was the whole problem. I also don't recall the last time Dell warned on or missed earnings. I think we'll see a bit of $$ come out of GTW and go into both Dell and CPQ.(CPQ as a value play, since the stock is, or has been until recently, quite beaten down). As always, thoroughly enjoy your posts and value your opinion. Cheers Alohal