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Technology Stocks : Dell Technologies Inc.
DELL 117.42-1.7%3:59 PM EST
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To: rudedog who wrote (145258)10/20/1999 1:29:00 AM
From: Tony Viola  Read Replies (1) of 176387
 
Rudedog,

Thanks for your analysis of the DRAM situation as it applies to Dell and the other users. As usual, yours is the objective and unemotional one, and the one I'll keep. I had to try to break down the Dell-DRAM story myself today because it ended up hitting several stocks I have "interest" in. DRAM, as usual, quite the wildcard (joker?) in the PC/server markets.

Tony
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