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

To: Meathead who wrote (27208)	1/9/1998 10:31:00 AM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

Meathead, Did you see ADPT today ? How does ADPT relate to DELL ? ADPT's main business is SCSI adapters, (I know most of you know that) ADPT is looking at a $35-40 million shortfall on the quarter. ADPT atributes this to: (Ya'll are gona love this) The Co attributed the shortfall to a shift in customers preferences to sub-$2,000 PCs which do not normally contain a SCSI board. Evidently, small to medium-sized businesses purchased lower end PC's/the result is the Revenue short fall at ADPT. Now DELL sell a lot of >$2000 PC's with SCSI boards. ADPT says there is weakness here. Does that mean that all of DELL's competitors are having problems competing with DELL and DELL is crushing everyone, Or all All Co's having dificulty in this price area ? IMO, means PC cos are selling more lower cost PCs. I don't think DELL will beat numbers in FEB. Jim