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

To: Patricia Walton who wrote (152285)	1/26/2000 11:10:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

patsy....management didn't give lower forward guidance...they said "y2k, it's ok".........and then warned at the last moment....lower guidance could have worked to dell benefit if it was given far enough in advance....when you deny, then admit, it creates a credibility gap....with the "perfect" model they know exactly where they are, and surprises shouldn't be sprung upon good folks like you... where are the rest of the stalwarts tonight?

To: Patricia Walton who wrote (152285)	1/26/2000 11:24:00 PM
From: TigerPaw	Read Replies (3) \| Respond to of 176387

So how did this quarter happen? In my opinion, todays announcement exposed a weakness in Dell's otherwise flawless execution. The total reliance on Intel for chips, R&D, board designs, and future products. Dell's product line for the year (in bread & butter desktops) was limited to what Intel offered. This year they offered Rambus equipped machines with Coppermine processors. Only when Intel was to deliver it didn't work. Months later it still didn't work. Alternatives such as PC133 were met with Intel lawsuits (against VIA). So under Intel's prodding the ram manufacturers shut down lines to retool for Rambus - but no boards were produced that could use the Rambus as designed. So, no new products. When Intel finally budges and allows Coppermine on SDRAM boards, there is no longer enough SDRAM because all the fabs are sitting around with unused Rambus wafers in the works. The price shoots up. To top it off, Intel can't or won't supply the Coppermines to upgrade the existing product line. The result ... A weak and late Rambus offering that has already had enough bad press to give the customers a wait and see attitude ... plus last year's models ... plus advertising for products that can only be supplied after long delays. TP