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

To: rudedog who wrote (162054)	10/11/2000 8:05:30 PM
From: kaka	Read Replies (3) \| Respond to of 176387

Rudedog, If the number of analysts/investors who will allow DELL to be financially vague is shrinking; if DELL management is competent enough to know this also; if management knows confidence is shrinking, AND the stock is tanking; if even MSD is "uncomfortable" with the stock price movement (or lack thereof-he made that statement while dell was still around 40)...then what gives in your opinion? Things can't get much worse. Are they hoping to turn around revenue growth to such a large extent that their reporting practices will not be questioned anymore? Kaka

To: rudedog who wrote (162054)	10/12/2000 4:01:55 AM
From: Sig	Read Replies (2) \| Respond to of 176387

Re AMD report: The "PC is dead" argument just went up in smoke. 28mm P/C processors, sold out, hard pressed to meet needs, 10% sequential growth, etc. Looks very good for CPQ,(and GTW) who once again may ( in fact, has to), stuff the channels for Christmas. Good luck, and Cpq may lead Dell up a bit now. I suspect increased pressure on Intc to "make it up" to Dell for damage done thru bad motherboards, chip delays, etc. It can be done in many ways, full payment for the replacement cost of motherboards, higher speed processors at same price as lower speeds they could not deliver, new reductions in processor pricing.Which could improve Dell margins. biz.yahoo.com Sig