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

To: edamo who wrote (152144)	1/26/2000 5:24:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

edamo...your points about credibility are certainly worth discussion.... You should remember, though, the "apparent" causes of the slowdown: component supply and Y2K...Obviously Y2K no longer an issue, and if the component supply problem gets solved (and for Dell longs, it better)...then Dell will be facing, for 3 of the 4 next quarters...pretty weak Y-O-Y comparison numbers...should produce some nice Y-O-Y numbers for Dell.. I could not fault the market if it takes a "go-slow" approach to the stock for a while (until next quarter's earnings?)....IMO, Dell should have warned earlier in the month...I had been saying such for weeks now..

To: edamo who wrote (152144)	1/27/2000 2:28:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 176387

Re: ".break a strong link in the supply chain(intc)" edamo once again I see your enlightenment but I was unaware and must have missed when did Dell break the intc link? I always thought they were 100% intc chips in every Dell's? RE: "("it ain't his job")" Maybe not but whoever said that should now realize he wasn't doin his job all along. He was too busy selling off shares before this big big big big miss he saw coming. I mean can you imagine being in a foxhole with this guy? TTOSBT