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To: John F. Dowd who wrote (97384)1/24/2000 4:23:00 PM
From: Jim McMannis  Respond to of 186894
 
RE:"JM: Did you read my post. If INTC shipping a ton of cpu's it must be to catch up with DEL who WILL get back ordered boxes out the door before Jan. 31 thus saving the qrtr"...
Possibly, because of the extra month Dell has, as you stated...
But Niles doesn't think so for some reason....and he's been pretty right on about Dells earnings in the past.

Jim



To: John F. Dowd who wrote (97384)1/24/2000 4:31:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
John, Re: If INTC shipping a ton of cpu's it must be to catch up with DEL who WILL get back ordered
boxes out the door before Jan. 31 thus saving the qrtr.

Almost makes too much sense. If corporations really are buying a lot more like Niles says, Dell should be scoring a lot of that business.

I wonder if Intel held back on purchases of Dell servers for their web hosting sites because of Y2K. That would be a switch.

TV


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