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

To: OLDTRADER who wrote (151024)	1/11/2000 10:27:00 AM
From: TCBinAugusta	Respond to of 176387

Our little company just purchased a small network (server and 5 workstations) from Dell. While the salesman knew I was a Dell shareholder I did inquire about the quarter. He said the two or three things that messed up the third quarter were now resolved. I remember that October, the "bad" month, was in Dell's third quarter (January fiscal year) but in GTW's FOURTH quarter. Thus, in my estimate, part of GTW's recent disappointment announcement was due to their October experience. Dell has already had a lot of October's effect pop out in the third quarter numbers. It would seem that (1) some of the delay in Dell's Q3 (particularly notebooks and screens) would roll into Q4 providing an increase, and (2) January business is going to play a big factor in determining the trend. I suspect many market professionals will need for Dell to substantially beat projected numbers in order to keep the ball rolling. This forthcoming revenue and earnings report is going to be critical for all. TCBinAugusta