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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Sr K who wrote (147602)	11/18/1999 4:20:00 AM
From: Don Edgerton	Read Replies (3) of 176387

Dell takes it in the shorts because INTC can't increase supplies to addtional customers. Looks to me as if supply constraints will support/stabilize selling prices and since DELL has been the most loyal and fastest growing INTC customer, it should get head of the line privileges. White box suppliers get the short end. INTC essentially reeaffirmed that it will meet the numbers though perhaps not exceed them and ML's Joe Osha is out to lunch regarding next year. When MD was asked about using non INTC chips during the conference call, he seemed for the first time to equivocate. Could be that the Nashville line could have an AMD line in it without disrupting logistics too much. DELL PE 1/2 SUNW with 2X the revenue growth. DELL PE less than GTW on forward looking profits. DELL selling $35 million a day on the WEB. More in a month than almost all of the other e-tailers in a year. There is something wrong with this picture? Maybe DELL needs to say it will give away PCs and forego profits to build its customer base and brand identity or auction them all through Priceline. With the auction format, it can do away with an expensive sales force and run deeper losses. The above actions should quickly propel the stock to $400 per share as losses surpass $2.00 per share.

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