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

To: D.J.Smyth who wrote (170411)	7/25/2002 12:52:10 PM
From: mepci	Read Replies (1) \| Respond to of 176387

What did cnbc say about Dell?

To: D.J.Smyth who wrote (170411)	7/25/2002 12:58:19 PM
From: kaka	Read Replies (1) \| Respond to of 176387

D.J. Screw 'em. What will ultimately matter is August 16th and the CC which follows, and on the July 18th, DELL raised their revenue forecast. They are growing and gaining market share despite the semi-conductor book to bill and nvidia's decline in graphics shipment as outlined on CNBC. Last month at the height of the "lets talk about DELL's option issues" and stock fell to 22, everyone said the drop was overdone. Its overdone again.....nothing changed at DELL except they scared the shit out of HPQ enough to have HPQ give a pre-emptive blow and take away their printers. Doesn't matter...when I bow down and talk to my gold statue of MSD in my yard, he tells me to buy epson, which I did with my last DELL computer purchase. It also helped that the epson was stylishly matched to the desktop. And by the way DJ, presently 7 DELL's among myself and family menbers, the oldest one a P2 450 from 1998...NEVER a service problem with any of them. Am I just lucky? From Acer: Acer expects 20 pct sales growth in Europe in 2002 TAIPEI, July 25 (Reuters) - Taiwan's Acer Inc <2353.TW> said on Thursday it expects sales in Europe to grow 20 percent in 2002 from a year ago after shipments there increased 20.5 percent year-on-year in the second quarter of the year. Acer based the optimism mainly on its efforts to strengthen partnerships with European distribution agencies, Taiwan's largest personal computer company said in a statement that gave no estimated sales figures. Acer now gets around 40 percent of sales from Europe, some 20 percent from China and the remaining 40 percent from Southeast Asia, Latin America and the United States. Acer has said it would earn 2002 net profits of T$10.6 billion (US$317 million), or T$5.04 per share, on sales of T$52.2 billion. According to data from market research firm IDC, Acer was the fifth-largest PC vendor in Europe in terms of shipments, which totaled 347,659 units in the second quarter, Acer said. Acer claimed a market share of 5.5 percent in Europe, compared with Hewlett-Packard's <HPQ.N> 22.9 percent and Dell's <DELL.O> 12 percent, the company said. In late 2000, Acer streamlined operations and split itself in two: one half dedicated to Acer branded products and services with an emphasis on Asia and China, and the other -- Wistron Corp -- to contract manufacturing, or producing for other brands. As the global computer industry recovers from last year's slump, Acer said last month its third-quarter sales would rise 10 percent over the previous quarter and could see operating profits beginning in June after breaking even in May.