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

To: JRI who wrote (161372)	10/2/2000 2:12:45 PM
From: D.J.Smyth	Read Replies (3) \| Respond to of 176387

jri, they defined the term to mean they were on track for the 3rd and 4th qtr. specifically for the 3rd they would deliver above expectations. specifically for the 4th they would deliver at least 30% for the full year what greater clarity is needed? "under promise" "overperform" how about "perform as or better than promised". 1 1/2 weeks ago they stated they'd do this. what credibility formula is needed in order to deliver as promised?

To: JRI who wrote (161372)	10/2/2000 2:19:09 PM
From: D.J.Smyth	Respond to of 176387

Dell's has nearly 25% of it's total leased systems base coming up for renewal the latter half of this year and all next. what do you expect businesses to do? on average, 65% of the business will update their lease for new systems. these represent but one sales area or "annuity" type sales that Dell is looking at regarding the latter half of this year and all next 25% is a lot compared to the total leased systems outstanding (projected)

To: JRI who wrote (161372)	10/2/2000 8:48:21 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Re: MD still need to rebuild credibility...rightly or wrongly Hi JRI I think you are absolutely correct. As perverse as it may seem, I'm hearing from a lot of investors that Dell's consistent re-iteration of hitting the 30% growth target is actually hurting the stock price. The point being that everyone is all but certain that it will take a miracle for Dell to deliver on that promise at this point and management's insistence is damaging credibility further. If Dell hits the target, and as rude points out, 'cleanly', that's another story. But the stock is suffering severe technical damage and it will likely take a series of positives to change the psychology. In the interim, third quarter results could cause even more damage as I have a sense that it will be lukewarm at best. October will likely have to be HUGE to pull this one out. I hope I'm wrong. We also get to look forward to IDC's numbers later this month. The last IDC release began a slide in Dell that's about 10 weeks old now. If Sept was weak, it'll show in the numbers. I question the analysts who say most of the bad news is behind us. From what I see, Oct is full of potentially bad news. GTW and CPQ announce, if they do well it could help, if not... IDC numbers probably will hurt and, if October isn't Rocktober, Dell may warn. Just spreading positive thoughts. Actually, even though I hold Intel, I'm envious of Intel and Apple investors. At least they got flattened almost instantly. Watching Dell in a downtrend for over 6 mos now is like death by a thousand paper cuts. Good Luck MEATHEAD