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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

3:59 PM EST

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To: rudedog who wrote (144572)	10/14/1999 10:22:00 AM
From: Boplicity	Read Replies (1) of 176387

Hmm Fascinating. I believe you did mention something about DELL changing it's model with the long term contracts. Is it the fact that DELL is so large now they can't do JIT has well as they could in the past? Are they doing a fix price JIT? <g> Are they locking prices in now? I haven't seen that mentioned just supply. Yes you are correct the long term contracts are something to watch. 12 weeks is long time, I could take a comment by DELL about shortages after 12 weeks, not one month or two. greg

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