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

To: D.J.Smyth who wrote (160922)	9/21/2000 6:16:40 PM
From: TraderGreg	Respond to of 176387

Very logical argument Darrell...and I agree with you. There's just one thing...those idiots who dumped DELL on the news can buy it back even cheaper right now and probably even cheaper in the AM. It's unfair when illogical actions work, isn't it? TG

To: D.J.Smyth who wrote (160922)	9/21/2000 6:26:43 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Darrell, Hi!! Reuters Finance News Dell Sees 30 Percent Revenue Growth Sep 21 5:27pm ET AUSTIN, Texas (Reuters) - Revenue growth lagged in the second quarter but Dell Computer Corp. (DELL.O) was ``still on track'' to increase revenues 30 percent this year, Dell vice chairman Kevin Rollins said Thursday. ``The guidance we gave in our Q2 earnings of having 30 percent growth rate for the year is something we're comfortable with and still on track to do,'' Rollins told Reuters at the Dell DirectConnect conference for customers and suppliers. After failing to meet 40 percent growth forecasts earlier in the year, Dell lowered everyone's expectations to 30 percent for the full year. Those figures have been watched closely by the financial world since Dell reported growth of just 25 percent in the second quarter. But chairman Michael Dell said Thursday things were looking good because demand for personal computers was strong and component prices were dropping because a predicted parts shortage failed to materialize. Dell's revenues last year were $25.3 billion. Analysts are hoping Dell will boost its European business, which has traditionally grown at a much slower rate than the rest of the company. Last quarter, revenues were up 10 percent in the region. Rollins repeated an earlier forecast that Dell would see better results in Europe in the fourth quarter and said there were already signs lagging corporate demand there was on the upswing. ``The corporate demand throughout the year has been slow, but we're seeing signs that it's turning around and that it's picking up,'' he said. Rollins said that, globally, corporate demand, which is about 2/3 of Dell's business, had been strong all year. ``It has never really slowed down. It's been doing very well and it's not a factor in the kind of revenue mess that we had (earlier). I think corporate business is in pretty good shape,'' he said.

To: D.J.Smyth who wrote (160922)	9/21/2000 6:31:12 PM
From: John Koligman	Read Replies (2) \| Respond to of 176387

Oh how I love this time of year! Since I've mentioned in the past that I drink alot of coffee and stay away from tech in early fall, it seems that way too often lately I return from the local Starbucks and find that disaster (for the longs) looms! I just don't know who to believe these days <ggg> - Intel says they can't meet demand, Kumar says demand is weak, Intel warns, Darrell Smith says Kumar is full of it, what to do? I'm looking forward with great interest to the morning. By the way, I'm still wondering about my theory concerning all the Dell Dimension specials right from the start of the quarter on the Dell website. I'll be watching with great interest to see how strong growth really is when Dell reports. Based on Intel, it doesn't look like Europe will help very much. Regards, John