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

To: Mohan Marette who wrote (114879)	4/7/1999 6:40:00 PM
From: BGR	Read Replies (1) \| Respond to of 176387

Mohan, What I don't understand is if AMD didn't meet it's target chip shipments and growth in the low end is still fabulous, who is making up for the slack!? I have to run the numbers again but this is amazing, something doesn't match up. I can understand the revenue bit, as ASP fell dramatically, but shipments too? Are some of these boxes shipping w/o CPUs or what? -BGR.

To: Mohan Marette who wrote (114879)	4/7/1999 7:00:00 PM
From: stockman_scott	Respond to of 176387

Mohan I would put AMD in the same category as HWP and CPQ. They have a reputation for not being totally honest with "the street." If you invest in those dogs, then you have to expect warnings. Has MSD ever not hit (or exceeded) the analyst targets?? Maybe he has been a little light on sales growth but in the earnings dept. he has a stellar track record. IMHO, that's what counts. I think tomorrow he'll have a heart to heart talk with some of those jokers from Wall Street and help them understand what is important. It is essential to MANAGE expectations. I continue to have faith in DELL. Regards, Scott