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

To: Gabriel008 who wrote (120680)	4/26/1999 2:48:00 PM
From: Fred B.	Read Replies (1) \| Respond to of 176387

Huge blocks on the offer at 44 15/16 from inca. Should have another run at it before close. Go Dell!!!

To: Gabriel008 who wrote (120680)	4/26/1999 3:32:00 PM
From: HDC	Respond to of 176387

Gabriel, Your opinion is supported by the following which was posted on Saturday 4/24/1999 on TMF: Dell EMF 1 Which builds the desktop range has cancelled overtime and is closed tomorrow(Sunday) Normal shifts till midnight 5/30/99. Dell EMF 2 which builds servers and laptops is flat out 24/7 until Friday. Order books are full so me think someone has made target and is coasting till end of Q1 leaving plenty of gas in the tank for a healthy start to Q2. Just a taught. Rgds Morgan (Thanks to the person who originally posted this on the DELL thread.) I can't substantiate this claim from the poster. However, it appears to be another piece to the puzzle of just how well DELL is doing this quarter/year. Your opinions regarding the IDC numbers would be appreciated by all of us. Best, Duncan

To: Gabriel008 who wrote (120680)	4/26/1999 3:38:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

To: Gabriel008 who wrote (120680)	4/26/1999 3:49:00 PM
From: JRI	Respond to of 176387

Gabriel....concerning Dell having greater price erosion than Gateway this quarer... True, Dell was probably more aggressive, BUT given Dell's ability to offset with higher-priced units (servers, workstations, high-end PCs), wouldnt you think Dell would do BETTER than Gateway? Any idea how Dell has done vs. Gateway historically on ASP's (I thought they did much better, on a % basis) each quarter... Gateway sequentially down 3%? I don't think that is too bad for Dell....(given listed above)...