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

To: J. D. Main who wrote (157409)5/27/2000 9:55:00 AM
From: Mike Van Winkle  Respond to of 176387
 
JD,
Thanks for the link. I am hoping that Dell has honed their parts skill under duress after the Taiwan earth quake and will be able to compete with cell phones for their needed parts. I would be interested in a realistic outlook that I can trust from Dell. I am still a little shaky on trusting Dell's management at this point. Would appreciate a more sunny, but reasoned view.

Mike



To: J. D. Main who wrote (157409)5/30/2000 10:00:00 AM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
JD,
Hi!!

RE: Hopefully we have a "supply and demand" problem filling over
from the strong demand of Dell Notebooks from Quarter #1.

Conference call told us of "momentum" and talking with Robert Williams Friday afternoon he indicated that "the lights are on and we're rockin' "....When I asked him about delays...he replied that nothing that should be of concern...

Best, Kemble


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