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: Calvin who wrote (157395)	5/26/2000 1:58:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

There are alternate means. The 10K RPM is an option, not standard. So, there's a shortage. Buyers have several options (a) purchase alternate means, (b) wait, (c) pay spot market prices if they want it that bad It must not be to the point that Dell has admitted problems. They addressed this issue during their last conference call and said supplies were adequate. So, who do you believe, IBM or Dell? Dell says they're not experiencing a problem. It doesn't matter if 50 DLJ analysts claim there's a problem. If Dell says there is not a problem, what do you do, sleep with DLJ or with Dell? DLJ is short the market anyway I bet. They don't give a frick or Fleck about shortages. I suspect that Dell is not experiencing a problem as buyers are choosing alternate means with "upgrade" when it comes available. If you need your system, you need it, you don't wait when alternate means are available.