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To: GVTucker who wrote (81263)5/20/1999 1:24:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 186894
 
<It was pretty clear my guy at the meeting that DELL in a way blames Intel for their revenue misses of the last 2 quarters.>

That's a pretty long stretch if you asked me. Revenue miss? Seems like Dell's only sin was not telling the overexuberant investors that they weren't sandbagging with their growth guidance. Then Dell gets hammered for only meeting their own stated targets, not the inflated hopes of the investors.

I wouldn't take Dell's preference for a more aggressive Intel as clear proof that Dell blames Intel for their past two quarters.

Tenchusatsu



To: GVTucker who wrote (81263)5/20/1999 3:39:00 PM
From: Diamond Jim  Read Replies (2) | Respond to of 186894
 
That's funny, Dell hasn't cared much about Intel's woes the last 2 years(while Dell's stock rocketed) as ASP's have eaten them alive. Now Dell cares, maybe Dell should be a high tech co. not just a boxmaker.


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