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Technology Stocks : Dell Technologies Inc.

DELL 133.59

-1.8%

Dec 3 3:59 PM EST

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To: Charles Tutt who wrote (148614)	12/6/1999 5:20:00 PM
From: Jim McMannis	Read Replies (2) of 176387

RE:"PC's are going the way of telephone handsets and televisions -- cheap, low margin, undifferentiated commodity items provided by multiple suppliers"... With Intel taking Dell and Gateway higher into never never land and higher priced RAMBO* based PCs that are too expensive, I'd say you are right on track about DELL getting it's legs cut off. I see DELL is attempting to enter the Sub 1000 market with a stripped down computer. If this isn't a sell signal I don't know what is. If DELL offered some Athlons right now the outlook wouldn't look so ominous too. Right now, when they ship an Optiplex with a Coppermine they can't have a lot of confidence....

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