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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (118089)	6/28/2000 3:01:00 PM
From: chris431	Respond to of 1576818

Don't forget we are also likely to get the split announcement along with the earnings announcement.

To: Pravin Kamdar who wrote (118089)	6/28/2000 3:09:00 PM
From: Bill Jackson	Respond to of 1576818

Pravin, I hear you feel that Mikey has repealed the laws of economics. Well Dell computers are falling behind the speed curve by larger amounts as time goes by...to the point of becoming antiques, and antiques demand a premium do they not? In seriousness the shortages may be so severe that all prices will rise to all suppliers. That reminds me, it was only a month or so ago that Mikey was going to whip those pesky suppliers into line with a choice of the painful Dell stick or the tasty Dell carrot. Looks like they are not vegetarians and they want to eat Mikey for lunch. Bill

To: Pravin Kamdar who wrote (118089)	6/28/2000 3:11:00 PM
From: tejek	Respond to of 1576818

http://biz.yahoo.com/oo/000628/28689.html How stupid do these analysts think people are??? When is someone going to stand up and yell, "the emperor isn't wearing any clothes!". Pravin, Make sure Mikey Dell has his clothes checked out as well...he's the head twit. ted

To: Pravin Kamdar who wrote (118089)	6/28/2000 3:14:00 PM
From: milo_morai	Read Replies (2) \| Respond to of 1576818

Dell Computer Chairman Says Parts Shortages Persist (Update2) 6/27/00 12:31:00 PM Source: Bloomberg News New York, June 27 (Bloomberg) -- Dell Computer Corp. Chairman Michael Dell said the No. 1 direct seller of personal computers is facing parts shortages from suppliers including Intel Corp. and second-quarter PC demand is ''robust.'' Some parts remain scarce, though most of the shortages that had persisted since the first of the year appear to be improving, he said, without giving specifics. ''Some components are in a shortage, and we're having to work hard to get the supply we need,'' Dell told a meeting of reporters in New York. Analysts including Salomon Smith Barney's Richard Gardner have speculated that Dell would be the hardest hit by a supply crunch for Intel's microprocessors because it's the only major PC maker that uses Intel products exclusively. Dell said today while his company ''is not quite getting everything we'd like'' from Intel, ''I think we'll be able to work through it.'' Shares of Dell, based near Austin in Round Rock, Texas, fell 1 1/2 to 47 1/2 in midafternoon trading. The stock had dropped 4 percent this year. Higher Prices Dell said he expects to navigate the shortages by promoting Dell products that use more readily available parts. The shortages have led to higher component prices, which in turn are stabilizing average PC prices. PC prices appear to be rising slightly in the quarter, Dell said. Earlier this month, Dell Vice Chairman James Vanderslice said the company may boost prices on PCs for large customers if prices for memory chips rise as expected in the second half. The shortages have been caused in part by strong demand for PCs, which Dell said has continued during the traditionally weak second quarter. ''The demand is clearly quite strong,'' Dell said. ''The death of the PC is hugely exaggerated.'' Separately, the company said it signed an agreement with Microsoft Corp. to run the Dellnet Internet service. Financial terms of the agreement weren't released. The pact calls for Microsoft's MSN service to take over the operation of Dellnet, which Dell started last year as part of its effort to boost consumer PC sales. The new service, called Dellnet by MSN, will make more services available to Dell customers, Dell said. Dell unveiled Dellnet last year, when the company was trying to compete with companies such as Free-PC.com Inc. and Micron Electronics Inc. that were offering free computers to customers who agreed to buy online service. Dell never gave away its machines, but it offered new customers 150 hours of Internet access a month, with charges of $1.50 an hour if they used more time. Dellnet also offered Internet-based services and support. Microsoft has been forming partnerships with PC makers such as Compaq Computer Corp. in an effort to line up more subscribers for MSN. The service has about 2.5 million customers, compared with 23 million for America Online Inc., the biggest Internet service provider cnetinvestor.com With 4 Fabs running at a new 180nm process INTC still cannot supply it's #1 Customer???? Milo

To: Pravin Kamdar who wrote (118089)	6/28/2000 3:39:00 PM
From: 5dave22	Respond to of 1576818

Pravin - GOOD! Dell raises their prices because Mikey is a moron and won't go to AMD. GTW will have better performing Athlon systems, cheaper and everyone else (sans Dell) will have better performing Duron systems, cheaper. Sounds good to me! Raise those prices, Mikey!

To: Pravin Kamdar who wrote (118089)	6/28/2000 7:32:00 PM
From: Jim McMannis	Respond to of 1576818

Pravin, RE:"Can you guys believe this? Part shortages causing Dell to increase prices is expected to be good for the company" There are a lot of implications in this... 1. When is the last time PC companies have been able to raise prices? I can't remember...I do know that this is another sign of INFLATION. 2. When is the last time that Dells BTO model has had to deal with higher component prices and what happened to Dells bottom line? ...answer, last fall with rising DRAM prices...and this had a negative effect on Dells bottom line and stock price... and DRAM is jumping now, BTW...thanks RAMBUS fears? So maybe the whole chip/box industry catches cold...and shows some weakness today... Jim