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

To: Venkie who wrote (75199)	10/28/1998 11:40:00 AM
From: JRI	Respond to of 176387

<My friends at Dell say they have a backlog...> But Donnie,, you must be mistaken... Lucretius spoke with his source at Dell early last week, and his source said that salesman are having trouble meeting their quota (remarkably, word for word, what M. Bartiromo passed on "as rumor" on CNBC)...hmmm..I'm starting to doubt your credibility...who are you, really? What are your motives? <just kidding... for the uninitiated>

To: Venkie who wrote (75199)	10/28/1998 11:41:00 AM
From: Mohan Marette	Respond to of 176387

Donnie: Well I said $70-75.00 by earnings time didn't I? sheesh. And another thing..the stock is actually worth $96.00 right now and $146.00 in 6-12 months,now what do you think about that,eh????<vbg>

To: Venkie who wrote (75199)	10/28/1998 6:02:00 PM
From: Lizzie Tudor	Respond to of 176387

Venkie, and have you heard from your friends about the server line, the high end products are flying out of RR. (I think its RR, not Braker) but anyway.... volume on the server line surely means an explosive qtr to the upside. :-) Michelle

To: Venkie who wrote (75199)	10/28/1998 10:56:00 PM
From: rudedog	Respond to of 176387

donnie - they have a backlog of over 55 k systems At Dell's current run rate this is less than 2 day's production, not a huge backlog... On the other hand it is twice their average backlog in 2Q. Got to keep these things in perspective, Dell is up there in the big leagues now in terms of run rate.