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

To: John Koligman who wrote (175935)	7/27/2007 1:14:52 PM
From: kaka	Read Replies (2) \| Respond to of 176387

Hi John, Yesterday and today's Dell activity is pretty impressive; holding up well. I'm not as confident as you in the desire to start nibbling at the equity, although with that said, Dell will probably go well past 30 shortly !! I still have a decent amount of short puts out to Jan 08 which were rolled from earlier years. Would love to have them finally expire worthless. Really dig the new XPS M1330; Dell seems to be having trouble ramping up full production though....... cheers, -------------------------------------- Dell delays XPS M1330 notebook By Mark Raby Friday, July 27, 2007 11:24 Dell has said that, although it has begun shipping the XPS M1330 notebooks, "the process to ramp production has taken a bit longer than we expected." Specifically, said Dell digital media manager Lionel Menchaca in the Direct2Dell blog, the specific WLED displays used in the M1330 computers has hindered production time. A couple weeks ago, Dell also had to suspend sales of its high-end XPS 720 H2C because of a shortage of processors. Menchaca said the order backlog forecast for the 720 H2C was worse than the timeline for securing new chips. Dell's commitment to offering specially crafted computers has taken its toll on the company over these past few weeks. Menchaca says that, for the M1330, the "unique nature" of the notebook requires Dell to "work through some additional manufacturing processes." Orders placed for an M1330 today are currently given an estimated ship date of mid to late August.