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Technology Stocks : Dell Technologies Inc.

DELL 132.42

-0.6%

12:21 PM EST

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To: Chuzzlewit who wrote (147623)	11/18/1999 10:58:00 AM
From: GVTucker	Read Replies (1) of 176387

Chuzzlewit, RE: Other box makers end their accounting period in September, so the effects of the higher DRAM prices are likely to be manifest for Dell's competitors in the next earnings report. True, but the flip side is that demand for the Xmas season seems to be higher than expected, and Intel is having difficulty filling orders beyond what was initially promised. This would seem to point to a stronger than expected December, especially for boxmakers with sufficient inventory to satisfy demand (i,e, CPQ, HWP, et. al.). My guess is that the Dec + will balance out the Oct -. On a completely different tack, how are you able to do a detailed cash flow analysis of LU without a 10-K?

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