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.

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

To: D.J.Smyth who wrote (165284)	5/10/2001 7:10:06 PM
From: willcousa	Respond to of 176387

Maybe he never saw a Dell service guy because the Dells didn't need much service. I think Dell's cozy relationship with intel has paid off before and will again. Think about how an intel allocates scarce product? Think who gets technical help first if they need it.

To: D.J.Smyth who wrote (165284)	5/10/2001 7:14:03 PM
From: John Koligman	Read Replies (2) \| Respond to of 176387

D.J. - Sounds like you need a vacation, and/or a couple years away from the stock market <ggg>. Don't worry, when you return in 2003, Dell will probably still be in the twenties, so why hang around and keep that blood pressure up?? To help you along and get your dander up even more, how the hell is Dell going to sell more PC's when even Nortel is getting out of the 'commoditized, low growth' DSL market??? Regards, John <ggg> Nortel exits DSL business to focus on high growth Thu May 10 17:36:00 EDT 2001 OTTAWA, May 8 (Reuters) - Nortel Networks Corp. (NYSE:NT) (TSE:NT), the world's largest supplier of telecommunications equipment, told Reuters on Thursday that it will exit the Digital Subscriber Line (DSL) business to focus on higher-growth markets. Nortel acquired the DSL technology, which supports high-bandwidth traffic over copper phone lines, through its purchase last year of Promatory Communications for about $778 million. Nortel would not comment on any goodwill or writedown charges it would take related to the discontinuation and said staff cuts are included in the 20,000 job reduction that was announced in late April. "We're choosing to focus our energies on the high-growth, high-value segments to drive our customers' profitability," said Nortel spokesman David Chamberlain. "DSL is a market that's been heavily commodities and it doesn't necessarily match up as a high-growth market for tomorrow." ($1=$1.54 Canadian) e-mail susan.taylor1@reuters.com, fax 613-235-5890))

To: D.J.Smyth who wrote (165284)	5/10/2001 9:41:53 PM
From: t2	Read Replies (1) \| Respond to of 176387

D.J. Great post. Sooner or later the market will figure out the current Dell. I am betting it starts before we get into earnings....and they also know it is better to buy before earnings.It is a matter of timing the buy. There is no doubt shorts were all over this stock in April and must have only gotten worse with all the negative commentary. Dell is positive on the future and that is what helps me make my buy decision. The fact they don't need to go to AMD is a sign of incredible strength....if they were in worse shape, that would have been a consideration. To me it just shows how strong they are in the PC biz. I would not even rule out a major upgrade on the stock ahead of earnings. I actually expect it to happen. 30 is not a long shot by sometime next week. That is my expectation. It has stabilized around the 25 level in the face of incredible shorting in the last couple of weeks--which is my guess and it should be proved true when we get the short interest data in a couple of weeks..no doubt in my mind. IMHO, the April increase in short interest may be nothing in comparison to what happened since mid April. I believe this is the month they were covering some of their Juniper type of shorts and taking aim at PC makers like Dell.