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

To: stock bull who wrote (45612)	6/1/1998 9:49:00 PM
From: Logos	Read Replies (1) \| Respond to of 176387

I think the market is over-reacting to the Merced thing. It's almost as if the analysts really expected Merced to ship in mid-1999. Egad, if those analysts didn't realize that mid-1999 was pie-in-the-sky optimism, then they really are as silly as people say. All today, they were lowering their 1999 revenue estimates on Intel by hundred of millions of dollars because no Merced chips will be shipped in 1999. I assume they sold off on Dell for similar reasons, though I haven't actually heard downwards revisions on Dell revenue due since there won't be any Dell workstations or servers with nifty Merced chips sold in 1999. Well of course there won't, and most people who work with servers knew there weren't going to be any Merced servers in 1999. Only the analysts seem surprised by this. The only thing that's really surprising is the magnitude of the delay. I suppose the analysts will soon wake up to reality and maybe do some research and realise that this is not really major news and that Dell and the other companies are not going to fall on their swords or anything and then we might see some buying coming back. But who knows with some of these analysts. Did anybody catch Joe Kernan this morning when Mark tried to explain some of these issue to him? Joe's words were "don't know, don't want to know." That about describes the way some of these so-called analysts seem to operate. Logos