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


To: Andy Yamaguchi who wrote (32505)3/5/1998 5:52:00 PM
From: Jeff Mills  Read Replies (2) | Respond to of 176387
 
Some more wreckage?

DJ 17:50 [MOT] *MOTOROLA SEES 1Q NET 'WELL BELOW' EXPECTATIONS
DJ 17:50 [MOT] *MOTOROLA CITES WEAKENED ASIAN CURRENCIES
DB 17:50 [MOT] MOTOROLA WARNS Q1 EARNINGS WILL BE 'WELL BELOW' EXPECTATIONS.
DJ 17:50 [MOT] *MOTOROLA SEES 1Q SALES FLAT



To: Andy Yamaguchi who wrote (32505)3/5/1998 11:53:00 PM
From: Sr K  Read Replies (1) | Respond to of 176387
 
Investors need to be patient; Dell needs to run its business the best it can. And that means getting the best deals it can with suppliers. That means taking advantage of these new uncertainties to strike better supplier deals. I'd rather have them deliver the numbers in May than let the whole world know how good things are. [ They get better deals when they "solve" suppliers volume problems than when the suppliers "solve" Dell's demand "problems".]

New plant Austin, new plant China, 2:1 stock split are enough management commentary for me.