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 : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (49676)	9/21/2000 5:18:58 PM
From: sandeep	Read Replies (1) \| Respond to of 74651

Charles, it is not hard to figure it out. Dell's europe earnings as a percentage of total earnings could be smaller than that of Intel. Even according to MSFT CFO, US and Asia are strong, Europe is weak. On top of that, I think that Intel also probably didn't handle the euro hedging correctly.

To: Charles Tutt who wrote (49676)	9/21/2000 5:21:35 PM
From: JC Jaros	Read Replies (1) \| Respond to of 74651

I'd tend to believe Intel over Dell. Michael Dell after all was the guy who recently said that they (Dell) were 2 years ago getting massive requests to their knowledge base on the word "Linux", but who 2 years ago flat out denied (to a Senate committee no less) that customers were asking about Linux at all. I don't know how they're gonna spin *that one. -JCJ