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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Boplicity who wrote (144563)	10/14/1999 9:49:00 AM
From: GVTucker	Read Replies (1) of 176387

Gregory, RE: I wonder way everyone but DELL is reporting shortage and delays. Could it be that DELL has taken so much market share away that they command first rights, or, CPQ, IBM, and HWP, are so inefficient that they have to order in bulk, and the bulk is not there. I vote for both. It could also be that negative news is treated like the plague in Austin, and thus Dell is later than its competitors in recognizing a situation.

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