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: Mike Van Winkle who wrote (158203)	6/28/2000 2:08:00 AM
From: TTOSBT	Read Replies (3) \| Respond to of 176388

Hey Mike I kinda think (after reading M.Dell's statements) that this is a marketing thing to brings pc prices up in the face of huge huge demands. Notice we are not hearing about those freebee's anymore! There are many pc users waiting to upgrade their old machines. Windows2000 is taking up lots of memory and processing power. Take a look at ALSC and OAKT they are starting to come back from a long rest. Dell is about to explode the second half and Intel will be right there with the chips. Don't forget last month Intel pumped 2B to expand one of their fabs which should start producing soon. TTOSBT

To: Mike Van Winkle who wrote (158203)	6/28/2000 1:45:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176388

Mike, Hi!! RE: Dell needs the right processors from Intel to realize the growth that they could achieve. My doubts are not in what Dell could do, it is in their constraint from Intel production capacity and yields. I was starting to feel that Dell was going to handily exceed the analysts' estimates but M. Dell brought the reality of the situation back in view. As I see it Dell will only get their share of the production, and I think it will just enable Dell to meet the street. I will look for the analyst back room information published late to see if there is trouble, but at this point this supply news would have have been old to them. What specific component "shortage"? Perhaps they are getting all the components they need for the servers...Perhaps it is the shortage in some other desktop or workstation...but, just perhaps they will be able to "work through this" which they also mentioned... WEBHOSTING hitting 6,000 new customers in two months is a 300% increase alone...with a full five weeks yet to go in this 2nd quarter....I like what I'm hearing... Best, kemble