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: Chuzzlewit who wrote (38812)	4/23/1998 2:38:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Paul, I would be interested in your guess for sequential growth in DELL's desktop, enterprises and notebook product arenas based on the GTW etc data out so far. Do you have any projections and rationales. Thanks, Jim Kelley

To: Chuzzlewit who wrote (38812)	4/23/1998 2:50:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Paul, ..Re:<<Waite's comments were FANTASTIC FOR DELL!!!!>> Agree. I did hear some of the conversation but I already knew that Dell had recently said they didn't see any problems this quarter. Plus with the planned expansions, I expected that if there were a serious problem in the overall PC industry, that, like Intel, they would have halted construction. Since they are expanding construction, I viewed that as evidence that business is growing according to plan or better. Plus, Intel yesterday made remarks that evidence a strongly growing market in China and India. See attached links for refresh. biz.yahoo.com TAIPEI, April 22 (Reuters) - U.S. computer-chip giant Intel Corp said on Wednesday that it saw business ''strengthening'' in Asia and that robust growth in China's personal computer market and Taiwan's advanced technology would boost Intel's growth. I agree with Kemble, use any weakness to add to positions.<gg> GTWs results are an excellent precursor to coming great news. Lee