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

To: Sig who wrote (161946)10/9/2000 1:20:35 AM
From: Sig  Respond to of 176387
 
The credibility gap widens, Kumar vs the World...
>>>>The global semiconductor industry is doing so well that Dataquest has raised its earlier projections for the next two years. In its five-year outlook, the San Jose, Calif.-based company predicts that sales will grow 36.9 percent this year to $231.6 billion and another 27.5 percent in 2001. That's up from Dataquest's previous forecast of 31.3 percent growth in 2000 and 26.9 percent growth for 2001. >>>>

yahoo.cnet.com
( He made a brilliant call, but I will kid him about the reasons he gave for it)
.........................................................

Sig



To: Sig who wrote (161946)10/9/2000 9:28:21 AM
From: Bill Jackson  Respond to of 176387
 
sig, Stock up on ammo too, you will have to fight off some Intel skirmishers too.

In reality it is just a matter of time before Dell is forced to face the AMD reality.
It does not seem likely that AMD has now peaked and will now start to retreat. This means that there is a growing segment that dell has nothing at all of. In addition they are so dominant in their segment that they face a period of low or negative growth in indeed AMD does keep growing.

Bill


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