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Technology Stocks : Dell Technologies Inc.

DELL 129.94

-6.2%

3:59 PM EST

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To: kemble s. matter who wrote (140840)	8/27/1999 11:40:00 PM
From: Ian@SI	Read Replies (1) of 176387

Hmmm, if INTC and the other chipmakers are selling all they can make, could Dell be far behind? ;-) Looking like we're about to see another gangbuster quarter. Ian. ++++++++++ The Semi Beat: A weekly report tracking trends in the semi industry Salomon Smith Barney Friday, August 27, 1999 --SUMMARY:----Semiconductors Demand for high-end processors was very strong last week in response to Intel's August 22nd price cuts. BX chipsets tightened further as Intel warned customers there would be no relief this quarter. Trading of Celeron processors was firm last week, though the momentum appears to have shifted toward the Pentium family, which should help Intel ASPs this quarter. Interest in the K6-2 was stronger. Pricing for bellwether 64Mb DRAM jumped 10% to about $8.15; inventories remain very tight. The broad-based industry steamed ahead last week as Flash, SRAM and EEPROM memory remained very strong and power MOSFETS continued to percolate in the channel. Whole report for registered users at: smithbarneyresearch.com

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