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

To: D.J.Smyth who wrote (161366)	10/2/2000 12:52:57 PM
From: GVTucker	Read Replies (1) \| Respond to of 176387

Darrell, RE: how many times does Dell need to come out and say "sales are healthy" before the PC angst crowd arrives at a favorable understanding of this term? No number of times will be sufficient. The Street wants to see it in the form of an official earnings report, or a specific pre-announcement of revenues and/or earnings. The stock market's in a rather nasty mood lately, and simple reassurances just don't work in this environment.

To: D.J.Smyth who wrote (161366)	10/2/2000 1:12:52 PM
From: kaka	Read Replies (1) \| Respond to of 176387

Darrell, WS hears, they just don't believe. Too many "sales are healthy" statements followed by earnings/revenue warnings and misses the past 2 years. If we break through 30, no telling how low DELL can go. Regarding SUNW, thought you would find this interesting. Taken from John Dvorak;s "Inside Track" column from October 3rd 2000 PC magazine: "Sun at it again Dept: When I heard that sun was backing Gnome, I had this image of Scott McNealy supporting Joe Lieberman. Then I found out that Sun, in its never-ending efforts to harass Microsoft, hopes to get the Gnome GUI popularized in a vain attempt to get Linux to the desktop. The only marketing strategy that makes sence is if Sun figures it might transition users from Linux to Solaris if people use and like Gnome. Sun also hopes to make Gnome the coconspitorator working with StarOffice, Sun's free office suite, which, as far as I know, nobody uses. It's kind of hard to figure out what Sun is doing in terms of software. From Sun's long-aborted attempt to make its platform some sort of semi-open environment, with Sun clones all over the place, to the recent Jini announcements, which still baffle me, the company just keeps on succeeding despite its bumbling marketing. I still like to recall the grand Sun scheme to make some sort of Windows binary emulator that would allow all Windows programs to run on Unix without a hassle. This scheme had some long forgotten fancy name and was just more smoke and mirrors. And lets not forget the PostScript-based NeWS windowing system, or OpenLook. Now the Sun mantra is "Gnome everywhere". Yeah, right. Look for IBM to join this camp just to stir things up."

To: D.J.Smyth who wrote (161366)	10/2/2000 2:00:08 PM
From: JRI	Read Replies (3) \| Respond to of 176387

Darrell...the problem is that MD has used the term "healthy sales" to mean a whole host of things in the last 2 years.....it is a sufficietly ambiguous term...and it doesn't really tell you much...if you recall, he (or Meredith) used the term a week before they warned last year.... MD still need to rebuild credibility...rightly or wrongly, he doesn't have a lot of it right now (when he talks about sales projections), and Wall Street is still punishing Dell for Feb. '99, Oct. '99, Jan. '00...and some real concern about where future growth is going to come from.. The only way to change this is for MD (and crew) to underpromise and overdeliver financially....