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

To: rudedog who wrote (161183)9/27/2000 10:05:53 PM
From: Meathead  Read Replies (1) | Respond to of 176387
 
Rude, didn't Intel cut prices fairly heavily on
Xeons last month?
bizjournals.com

Dell's price cut's seem to be limited to the ~700Mhz
Xeon configs where the prices are well below $500.

MEATHEAD



To: rudedog who wrote (161183)9/27/2000 10:28:47 PM
From: Meathead  Read Replies (1) | Respond to of 176387
 
PC100 SDRAM is down 25% in just 3 weeks.

sites.netscape.net

For a 128MB module, the price has dropped from $106 on
Sept 06 to $76 by Sept 24.

If similar trends exist in higher density ECC land
(which they probably do), it would suggest that memory
pricing is indeed softening at a rapid clip.

BTW, all of Dell's server's which have been price cut
utilzie PC100 SDRAM.

MEATHEAD



To: rudedog who wrote (161183)9/28/2000 11:25:48 AM
From: mepci  Read Replies (2) | Respond to of 176387
 
rd: Dell is not a confident company these days.
I remember when I started wavering in my confidence, my employees panicked (and investors too). With these high stakes any nervousness in management will pull down investor confidence. Lack of believable statements is the cause for this downtrend, in addition to market trends. I will try to paY CLOSER ATTENTION TO THE ANALYSIS on margins.
Are you still buying calls.


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