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: Hayduke who wrote (37841)	10/4/2000 4:32:02 PM
From: Mark Duper	Read Replies (1) \| Respond to of 70976

We kinda knew DELL would be a bit short in Revs. Did you see how they stress they are very comfortable on a profit standpoint. Probably because of this: Also on the theme of component shortages, Dell (DELL:Nasdaq - news) CEO Michael Dell told an audience in Hong Kong Monday that the company is seeing surpluses of some key components, such as DRAMs, after competitors overbought. Dell is now picking up those parts cheap, on the spot market. He also inferred that Dell isn't worried about shortages. On the other hand, Dell is now reaping the rewards of the multiyear supply contracts it has signed with such primary suppliers as Toshiba and IBM. These deals, usually valued by the principals in the $3 billion to $5 billion range, are real winners for Dell, locking up supplies of key components for years ahead -- while not actually requiring Dell to buy anything like that much gear. Sup.