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Technology Stocks : Dell Technologies Inc.

DELL 113.03

-9.0%

2:12 PM EST

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To: Rosemary who wrote (8561)	6/11/1997 2:49:00 PM
From: Sig	of 176388

Rosemary: This sector is beginning to look real rough in short term. Intel earnings were down last quarter, now with reduced prices mantaining profit margin is even more difficult for them . Also they just fired a howitzer at AMD, who was just hoping to develope positive earnings.The DEC pistol shot at INTC has disturbed the giant, who is returning fire with big guns. SEG shot themselves in the foot by making a reduced earnings report to avoid stockholders lawsuits. Why are they doing this??? Meanwhile, DELL now pays far less for components like chips and storage units and this is good. IMO that AMD and SEG have now become complete unknowns for short term price , and INTC will oscillate for a while before going up later on. Not knowing much about options, I always have to stay with Dell. jmho SES

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