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: John Koligman who wrote (100904)	2/16/1999 6:19:00 PM
From: Voltaire	Read Replies (1) \| Respond to of 176387

John, don't worry about me, I am not exactly watering down the milk. Voltaire

To: John Koligman who wrote (100904)	2/16/1999 6:22:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

John, in looking at the data I really don't see the reason for panic with the company. Sales were disappointing, but they do not represent a fundamental problem. Dell is still growing at several times the industry rate, and increasing its market share. If Pfeiffer is to believed, a lot of Y2K hardware buying will come in later this year. Meredith said the same thing on the cc. The fact is that revenues were down 5.7% from what analysts expected. This does not impact sales next week or sales next year. That is the point when I say that there is no fundamental erosion. Keep cool. The crazies will lose their heads. TTFN, CTC