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Technology Stocks : Dell Technologies Inc.
DELL 127.22+3.8%Nov 24 3:59 PM EST
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To: Boplicity who wrote (144584)10/14/1999 11:23:00 AM
From: rudedog  Read Replies (1) of 176387
 
greg -
Until we do, your assumptions are just that.
As always, just reading the tea leaves. But I have been pretty good on the macro shifts at DELL. With their current run rate and growth, these contracts really just supply a baseline. They are too large to be explained by the consumer business but not huge in DELL's overall supply.
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