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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jeffrey D who wrote (37385)	9/22/2000 10:31:03 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jeff, CPQ encourages >"Our worldwide momentum is clearly continuing and European demand is currently tracking within our expectations," said Peter Blackmore, a senior vice president< Message 14434650 G.

To: Jeffrey D who wrote (37385)	9/22/2000 10:31:13 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Drop your rating AFTER the stock has fallen 42% from its highs, yet INTC and others have NOT revised their capex. Sound logic<tic> BK

To: Jeffrey D who wrote (37385)	9/22/2000 10:38:54 AM
From: Proud_Infidel	Respond to of 70976

I am going to post this again as it is only a day old. No mention of Europe specifically, but it is encouraging to read when the press is all negative. In fact, I don't recall seeing this on CNBC. Dell Says Second-Half PC Demand Is Strong AUSTIN, Texas (Reuters) - Demand for personal computers has been strong in the second half of the year and manufacturers are getting a boost from falling component prices as predicted parts shortages have not materialized, Dell Computer Corp. chairman Michael Dell said on Thursday. ``The second half of the year is usually stronger than the first half and certainly as an industry that's what we're seeing definitely occur,'' Dell told reporters at his company's Dell DirectConnect conference for customers and suppliers. ``There were some perturbations in the first half that made that even more true this past period. So, demand is healthy,'' he said. Computer makers have been complaining about severe parts shortages in recent months and were expecting the problems to continue, but Dell said the situation has eased. ``In terms of components, I think we're seeing something we didn't quite expect to see as an industry and that's that the shortages aren't all their cracked up to be. In fact, we're starting to see components kind of come down (in price), which I think is a very healthy thing,'' he said. Dell said that his company, which keeps little parts inventory because of its direct selling and build-to-order model, enjoys financial gains when prices are declining at a faster than normal pace. ``Generally when component costs are going down faster, that tends to benefit Dell,'' he said.