Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jim kelley who wrote (152489)	1/27/2000 10:56:00 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Jim, Hi, Re: "But it is going to have to get through these processor, memory, operating system transitions and tight component markets before the full benefits of the direct model are fully engaged again." Are you confident that can be accomplished within time to hit the numbers for 1st Quarter Earnings? Since the 4th Quarter ends tomorrow for Dell, do you think that the situation is under control? My understanding of the Conference Call yesterday and TM's interview today, on CNBC, was that TM and Michael felt felt that the situation was under control and that Dell was on track for the calendar year 2000. Do you agree? Certainly, the upgrades today, from Niles and Fortuna were a sign that the Street agrees and sees Dell as a long-term buy. :)Leigh