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

To: G.M. Flinn who wrote (151407)	1/15/2000 1:23:00 AM
From: D. Plen	Respond to of 176387

G.M., RE. When INTC is doing well, DELL is doing well. Period. End of story. This is almost a law of physics at this point! Check this math: INTC up 12% today, DELL up 2%, CPQ down 0.41%, GTW up 0.2%. DELL went up more relative to other computer stocks because it is a pure Intel shop, and we now know how well INTC did. I'd say it should go up as much as INTC between now and earnings. DELL is probably INTC's biggest customer now. D.Plen

To: G.M. Flinn who wrote (151407)	1/15/2000 12:27:00 PM
From: Meathead	Read Replies (3) \| Respond to of 176387

re: When INTC is doing well, DELL is doing well... True. The main thing we can glean from Intel's report at the very least is that demand is ultra strong. And, since in fact Dell is Intel's biggest customer, we can assume they got preferential treatment regarding supplies. The key metrics analysts need to asses how the quarter is progressing is not within their reach. Notably, volumes, product mix, ASP's, OPEX and GM. All they know is that some component prices are firm and GTW got pinched, and from this they make their call. A quarter is far to complex to apply such simplistic observations. For example, just holding OPEX flat from Q3 instead of posting a 60M increase ala Q2/Q3 would add a whole penny and a half to EPS. Dell can and has done this before. IDC will add another piece to the puzzle in a few days. Unless someone from the inside is feeding these clowns information, they just don't have enough information to go on for me to put any faith whatsoever in their predictions. But you're right. Something smells when Fortuna goes out of his way to reiterate and rewarn that Dell's Q will be weak before the market even opened on Intel's news. MEATHEAD

To: G.M. Flinn who wrote (151407)	1/15/2000 1:33:00 PM
From: Sig	Read Replies (2) \| Respond to of 176387

Alas, G.M., is there nothing new under the sun?. I think you had these people pegged many moons ago.. <<<<To: Larry Dudash (118745 ) From: G.M. Flinn Monday, Apr 19 1999 1:18PM ET Reply # of 151425 Larry, re: Niles. Basically he said he is still just a shill for CPQ. "DELL is bad, very risky," CPQ a "value pick" now. He is still trying to take all of his erroneous calls on DELL and the PC industry, put them in a pot, and stir up all of this chickens#@t and turn it into chicken soup. Don't forget MU going to $200 a couple of mos. ago! Zero credibility. There is always some analyst willing to make years of wrong calls, one after another, just hoping to make a name by being "the one to call the top" on DELL / PCs. His batting avg. is approximately .025 ... minor league material. >>>