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: stock bull who wrote (173849)	1/23/2004 10:52:23 PM
From: Sig	Read Replies (2) \| Respond to of 176387

Well I guess any company could run into the same problems Dell has today. So many orders they cant keep up and run weeks late on some deliveries, cant buy enough LCD panels Not enough people to handle problems. And it just gets worse, when you are growing that fast They will be adding the equivalent of 10 companies this year- each having sales of $1 bil per year. That may not seem like much,to some, but to a drug store having typical sales of $1 or $2 mm /year its like adding 5000 or 10000 stores each year. And how do you train the added 5k or 10k new hires in the "dell way" ? Some would be laid-off MOT or HPQ workers, and perhaps beyond training. Maybe we could ask Kemble to contact Michael and ask him to cool it a bit, stop adding these business segments that are growing 70% a year or more. Stay away from China until he can catch up with existing orders. Sheeeeeeeeeeesh Sig

To: stock bull who wrote (173849)	1/30/2004 9:01:16 AM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 176387

Gateway to Buy EMachines for $235 Million Friday January 30, 8:27 am ET NEW YORK (Reuters) - Gateway Inc. (NYSE:GTW - News), the struggling personal computer maker that is trying to remake itself into a consumer electronics retailer, on Friday said it would buy eMachines Inc. for about $235 million to add low-price PCs to its lineup. Gateway, which late on Thursday reported the latest in a string of quarterly losses, said it would buy privately held eMachines for 50 million Gateway shares plus $30 million in cash. Based on Gateway's closing stock price on Thursday of $4.09, the stock portion would be valued at about $205 million.