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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: Mani1 who wrote (146247)	11/1/1999 1:47:00 PM
From: Lee	Read Replies (1) of 176387

Mani,.Re:.semi, its cycles and fab capacity and its trends. From Semiconductor Industry Association. matec.org semi market cycle matec.org cap util rate matec.org Total semi cap spending Re:.benefited greatly due to rapidly declining component prices. That has already stopped and WILL NOT continue going forward matec.org Avg price trend PCs matec.org PC cost structure Re:.DRAMS DO NOT COME FROM TAIWAN. In checking out this latest Dell story about DRAM prices possibly affecting margins this quarter, I discovered that approximately 10% of the total DRAM comes from Taiwan. Is this incorrect? [World DRAM Price] Long-Term DRAM Prices Rise to US$8 in U.S., Europe and Asia nikkeibp.asiabiztech.com Re:.do not know where you got your idea of "Dell's margin has risen over the last 2/3 yrs."...... Five Year Selected Financials History: Fiscal Year Ends on January (in millions) 12mos(2)1999 1998 1997 1996 1995 1994 Profit Margin 8.1 8.0 7.7 6.8 5.1 4.3 -1.2 stocksheet.com Thanks for your post. If you have a chart showing DRAM spot pricing, could you please post a link to that? Lee

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