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

To: Chuzzlewit who wrote (106299)	3/2/1999 7:28:00 PM
From: Bart69	Read Replies (1) \| Respond to of 176387

OT Hey Chuzz; Does AT&T have a thread? I have a gripe with them and I want to flame their thread. I've been a faithful customer for years and they did me wrong. I don't own their stock so I don't know the finances, but I know they lost a long time customer. Bart

To: Chuzzlewit who wrote (106299)	3/2/1999 7:45:00 PM
From: Sig	Read Replies (3) \| Respond to of 176387

Chuzz: Have been pondering about this tech wreck, looks like the following to me: 1. The first leak( more leaks here than in Starr's committees) came from somewhere near Intel on Feb 1 when Intc dropped $3 ( Dell went up 8). Probably had to do with reduced shipments of chips by Intel. 2. So I assume the analysts started checking this out in regard to who had bought fewer chips in Jan. which would be Cpq because of their December channel stuffing. But since they were not sure about it yet, started dumping all computer related stocks. 3. The leak was verified by Feb 4 th, when Intc went down another 9 points and Dell dropped 5. 4. By Feb 9 they felt more certain of the data, and Intc went down another 7 and Dell down 6 5. On Feb 12 Dan Niles dumped his analysis which took Dell down 12 and Intc down 7. Some glowing reports from Gtw and Intc has helped, but people are still easily convinced that computer growth has slowed based on some perhaps unverified chip sales data. Even if Dell company production has been unaffected by this, they are considered guilty by association. The facts which you and others present here show that Dell can remain unaffected by troubles of other manufacturers and can even prosper from those.( eating lunches) Summary: We can blame it all on Cpq who stuffed the channel, which caused Intc shipments to slow( they would have slowed anyway due to people waiting for release of the Pent 111),which lead to the exposure of questionable CPQ reporting practices, which led to inordinate suspicions of the whole industry. Sig

To: Chuzzlewit who wrote (106299)	3/3/1999 1:29:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Chuz - Maybe this is the beginning of what we have been discussing... I have not read all the comments on this topic on the thread but think it is very positive. Dell To Introduce Online Consumer Superstore Gigabuys.com is set to offer initially more than 30,000 computer-related products and services from 850 companies. Later this year, Dell plans to offer more than 40,000 products on the site, it said. The consumer site has printers, digital cameras, hand-held computers like 3Com Corp.'s Palm series, scanners, games, and imaging and educational software, as well as such business products as cables, computer docking stations and network equipment. Unlikely some shopping sites, which force buyers to consider only selected goods -- making it difficult to comparison-shop -- Dell promises to allow shoppers to search for products by category, manufacturer, product model, features and price.