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

To: Paul Merriwether who wrote (32482)	3/5/1998 4:43:00 PM
From: RLM	Read Replies (1) \| Respond to of 176387

You are wrong about HWP being a "loser" company.

To: Paul Merriwether who wrote (32482)	3/5/1998 4:58:00 PM
From: D.J.Smyth	Respond to of 176387

Paul, you state <<amd announces fabrication snafus, poor yield etc. for their el-cheapo processors(therefore, they are barely able to meet their quotas and hence could not be stealing from intc's table).>> it wasn't that amd was "barely able to meet their quotas", according to amd they weren't able to meet all the demand for their K6; i.e., they sold all they could sell at their cheapo price. they are moving to .25mu in order to increase yield, something Intel is also working on but which amd has been trying to take, unbelievably, the lead. relative to "poor yield", the "poor yield" statement was relative to .25mu vs. .35mu and .50. so, amd's "poor yield" was not much "poorer" than Intel's as Intel also uses mainly .35mu and up. the yield that amd could get by using .25mu would increase over 50% by moving to .25mu; a race which, to them is very important. whoever gets there first, in their minds, wins. Some in the market believe that Intel has been too slow in support of the lower micron imprints. frankly, i wish everyone would sell their dell shares down to $100 or so, so I could buy a ton. i would ask everyone for the sake of my children, to do this, but; hopefully misinformation will do it for me.

To: Paul Merriwether who wrote (32482)	3/5/1998 5:01:00 PM
From: Jim Patterson	Respond to of 176387

One more thing on INTC's report as it pertains to DELL's business model. INTC said the weakness is in the TURNS business. I would think with DELL's just in time inventory model that DELL would be more likely to be a turn customer than a CPQ or a IBM who would be expected to have rigid production schedules. CPQ, IBM, and HWP, should fall into the backlog order segment not turns. Of course the Dell bulls could counter that it is GTW and MUEI and many others little guy's that are not doing the turn business because they lost it to Dell. Jim

To: Paul Merriwether who wrote (32482)	3/5/1998 5:12:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Paul, let me pose a not so hypothetical to you: why would a company facing an imminent slow down in sales choose to embark on major plant building in Texas and China? Somehow my simple little Dell head brain tells me that the people who run the business are expecting increasing demand and are more concerned with running out of plant capacity than decreasing sales. But then, what can you expect from the Dell Heads -- they'll put a positive spin on anything!