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

To: Yogizuna who wrote (159968)	8/25/2000 12:14:09 AM
From: Chris McConnel	Read Replies (3) \| Respond to of 176387

>> DELL went to a hold signal on my system last night from the previously successful buy... A hold! That was quick! MACD still showing a buy... When DELL has fallen this far before, it's always bounced back in a week or two, and like every time before, always wonder "is it going to be different this time. Is it going to languish here in the 30's for a month or two?" Stocks go up and down but psychology never seems to change. On the fundamental side, Intel's Xeon chips are in short supply, putting upward pressure on Intel's stock since they can set prices high, but will probably put pressure on Dell's third and fourth-quarter revenue numbers, since they will be competing with a resurgent Compaq, for allocation. ------------------------------------------------------------------------------ Jim Seymour Intel Xeon Shortage: Big Hurt 8/23/00 10:10 AM ET This Intel shortage on Xeon chips -- their top chip for servers -- is worrisome, and not just for INTC. Companies such as Dell, Compaq, H-P and IBM, which rely on a steady flow of Xeons to keep pumping-up their server sales. Intel had hoped to have the Itanium 64-bit chip out by now, and saw it eclipsing most Xeon sales pretty quickly. But with Itanium now not due 'til the end of the year (and not, probably, at very high volumes even then, despite Intel's retreat to 733MHz rather than 800MHz as the high-volume seller), the production-planning process of ramping up Itanium and ramping down Xeon seems to have stumbled. If INTC can't fix this shortage pretty quickly -- and I doubt that it can -- some high-flying server-makers are going to be severely constrained during calendar Q3 and Q4 of this year. Ah, yes. Remember the good ol' days of second-sourcing...?