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


To: stock bull who wrote (153675)2/11/2000 12:48:00 PM
From: j g cordes  Read Replies (2) | Respond to of 176387
 
stockbull.. I perceive their problem as having made a reasonable committment to Rambus and Intel, not an error in forecasting.

My sense of this is they will come out tougher and meaner than ever because of this. They will demand more and varried supplier flexability to meet demand. Remember, they couldn't meet their customer orders.. that's a great position to be in. I'll further assume that they are solving that problem, meaning the next quarter will be an upside surprize.