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Strategies & Market Trends : MDA - Market Direction Analysis

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To: Haim R. Branisteanu who wrote (30471)	10/18/1999 5:46:00 PM
From: Benkea	Read Replies (1) of 99985

haim: "BTW DELL just warned stock below $39. Now INTC and MSFT should follow." Why? INTC and MSFT don't have memory (higher prices for which are the reason for DELL's miss) as a CGS item.

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