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

To: JRI who wrote (160924)	9/21/2000 6:09:09 PM
From: willcousa	Read Replies (2) \| Respond to of 176387

Nobody has any credibility if that's what getting beaten up after hours means.

To: JRI who wrote (160924)	9/21/2000 6:37:29 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

JRI, re Kumar ...BTW- Go easy on Kumar..so far this year, he looks like he has been closer to the mark than any analyst and even Intel's CFO, IR and Dell's... yes, i apologize for my sarcasm. i would have done better following his advice. i did not. i don't currently own Intel; so been tracking it lately from the Dell side. in tracking Dell's sales, his comments didn't fit with my knowledge regarding Dell. two of Kumar's major themes about Intel were (a) dated processors and (b) weak European sales. Although I disagree regarding the application of the technology (dated), European sales are down; but down in selected areas. They've been slow mainly for the desk top unit. Strangely enough, sales of the cell phone, PDAs, and laptops in Europe are now increasing. Also witnessing increasing sales of servers as Europe begins tieing their expansive wireless networks to the internet. So, weak in some areas, strong in others. In the meantime, Dell's sales remain strong. Those areas that are strong in Eruope happen to be higher margin sales areas for Dell. Since Intel's Euro business still depends largely on the desktop unit, it makes sense that weak desktop Euro sales would affect their revenue and margins. Dell's server sales in Europe, to our knowledge, are doing better than SUNW's (yes, i know the differenes) relative to the number of unit sales. The market nevertheless takes SUNW down 5% on the Intel news, and Dell down over 10%. Had an analyst come out two weeks ago and say cell phone sales are drying up. Then CDG and UWCC, and two other reports, come out and show cell phones sales continue unabated. Then today we have S.Bernstein repeating the old news again in a different light.