SI
SI
discoversearch

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: Dalin who wrote (123065)5/7/1999 11:20:00 AM
From: ForeverDell  Read Replies (3) | Respond to of 176387
 
MICHAEL DELL INTERVIEW:

CPQ and 5fer:
Not a CPQ problem. Weakness. What Weakness. business Solid. CPQ specific issue. Server/WS/Internet fueling growth

Doing quite well

May create opps with CPQ debacle. Will go after that biz

DELL growing faster than market. Best performing co in sector with revs and earnings.

Will have to see when we announce earnings whether people will be overjoyed.

Don't change outlooks on co.

We are well positioned to grow quickly

Margins will benefit from lower component costs. But will have to sell more units to get more revenue.

Customers more comfortable with Y2K.. 2d half of year will see strength in goverment and small biz. and consumer biz is going great



To: Dalin who wrote (123065)5/7/1999 11:04:00 PM
From: stockman_scott  Respond to of 176387
 
<<My new latitude cpi notebook is on its way.>>

Dalin: Is that the really compact, light weight DELL notebook?? Combine that with a cellular (or satellite) modem and you'll be in heaven <VBG>.!!

I hope you and your family have a good weekend.

Best Regards,

Scott