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


To: calgal who wrote (160982)9/22/2000 11:40:55 AM
From: Jean M. Gauthier  Respond to of 176387
 
On Naother , older note...

Dell's / NTAP Sales efforts... efforts to get revenue from out of the box...

Love this post about Dell's chance to be more than a super-efficient box maker ...

Read on..

Message 14339718

take care
Jean



To: calgal who wrote (160982)9/22/2000 12:01:45 PM
From: kemble s. matter  Respond to of 176387
 
Leigh,
Hi!!

RE: Exchange rates are one issue, but demand is another potential problem. Merrill Lynch analyst Steve Fortuna had a note of caution in a report yesterday about Dell Computer's current quarter. Dell is likely to meet its "conservative" expectations for product demand in Europe, "although there doesn't yet appear to be any significant pick-up there in corporate demand," he wrote.

Rollins sees some signs...We have five more weeks for the component prices dropping aiding DELL's model...

Thanks...I'll pass on the Tylenol...I'll take Cooper and go for a walk through our woods...

Best,Kemble