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

To: D.J.Smyth who wrote (161868)	10/6/2000 7:27:31 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

You're wasting your time Darrell. 95% of the world population can't begin to comprehend the basic arithmitic you just laid out. One thing to use in adjusting your analysis is that Dell said European weakness and Sm business. So maybe only $100M of the shortfall came from Europe and the other $100M from SOHO. Someone correct me if I'm wrong but $100M/1.77B is about a 6% shortfall in revenue. Wouldn't the currency problem have at least that amount of impact if not more? Whoever said that Dell's sales or Intel's for that matter were not impacted by Europe does not know what they are talking about. Any time you have currency devaluation that serious, it upsets the balance, psychology and willingness to by stateside goods at inflated prices. Once Europe rebounds, you'll see the psychology in the market change. Remember that Asian crisis a couple years back? MEATHEAD

To: D.J.Smyth who wrote (161868)	10/7/2000 8:15:27 AM
From: Yaacov	Read Replies (1) \| Respond to of 176387

Darrel, thank you indeed for your post. I am sure the numbers are correct. But what is it then? Why the company is disappointing Q after Q? Isn't there problem N. America? If not what is the problem, and when are they going to perform? Maybe they should call the analysts and tell them that the days of fast growth is over?

To: D.J.Smyth who wrote (161868)	10/11/2000 1:10:48 AM
From: John Koligman	Respond to of 176387

Darrell, Mikey must be reading your posts <ggg>. He lectured the Europeans on their 'tech backwardness' today. Regards, John Dell Says PC Sales Can Still Grow In Europe, Despite Weak Euro Dow Jones Newswires MADRID -- Although Dell Computer Corp.'s Chief Executive Michael Dell sees revenue from the personal computer maker's European operations lagging, he remains confident the company will be able to grow in the region. "I think there's a long way to go in Europe in technology," said Mr. Dell, speaking to reporters after a presentation at the IESE business school in Madrid. He said the problem lies with Europe's failure to take up technology more quickly. "When do I it see it changing? Well, when do European businesses embrace technology fully? Technology is the essential ingredient in the modern capitalistic system," Mr. Dell said. "I think it's a better question for European businesspeople -- it's an issue which I think has to improve." The PC maker issued a warning last week that it would show softer growth than it had previously forecast, with revenue growth for the quarter ending Nov. 4 seen at 27% instead of 30%. It blamed the strong dollar for damping demand in Europe, although any analysts believed demand was slipping elsewhere as well. "We think we can continue to grow in this market even if it continues at the pace it's been on," Mr. Dell said The chief executive also downplayed the company's recent downward revision of its revenue forecast. "We can certainly be faulted for our failure to forecast correctly, but I think if you step back what you see is that instead of growing at 30% we're growing at 27%, which is still far faster than the market," Mr. Dell said.