SI
SI
discoversearch

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.
Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Dan Spillane who wrote (53091)11/10/2000 1:23:38 PM
From: johnd  Respond to of 74651
 
Apparently even Dell said PC business is very healthy and Dell itself is going through transition to servers, services etc.. See Mike Dell's comments on bloomberg below.:

"RATIGAN: WHEN WE SPOKE A COUPLE WEEKS AGO, I ASKED YOU WHETHER THE MARKET WAS OPTIMISTIC THAN THE EXECUTIVES OUGHT TO BE ABOUT THE PC SPACE. THE MARKET SELLING -- IS THE MARKET MORE OR LESS OPTIMISTIC THAN THE EXECUTIVES UPBEAT ABOUT PC'S? 15 SECONDS.

DELL: IT LOOKS LIKE THE MARKET IS EVEN LESS OPTIMISTIC. AGAIN, WE HAVE A VERY HEALTHY BUSINESS"



To: Dan Spillane who wrote (53091)11/10/2000 1:23:40 PM
From: Harvey Allen  Read Replies (2) | Respond to of 74651
 
Dan- From what I understand part of Dell's problem is CPQ has been more competitive. Microsoft gets the business either way. Maybe more if competition forces the price down.
The big money is in the Win2000 Server market and price reductions there would be attractive.

Harvey

P.S. On the election: If Bush and Baker are so sure of winning Florida why isn't everyone stepping up to the plate?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News