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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

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To: burn2learn who wrote (148625)	12/7/1999 12:34:00 PM
From: Jim McMannis	Read Replies (2) of 176387

Mike, RE:"I know your background in cyrix / amd, isn't it premature to be pushing athlon on this thread, volumes are not that high yet. Dell did not get were they are with amd did they?" Someone PMed me this question pertaining to your reply... Maybe you can answer them? "Jim what did he mean by "Dell did not get where they are"? Did he mean: In the CPU bug killing business? or Being Intel's #1 Beta Tester or On allocaton for high performance CPUs? or Stuck without an alternative supplier? or Having to replace defective motherboards? or Stuck with making a "gut shot" chipset work? or Short inventory for Christmas? or Eating memory cost hikes due to the Intel/RAMBUS induced shortage? or did he mean something that just escapes me?? ---- As far as DRAM prices..yes they have stabilized, but at much higher levels. Dells model worked great as long as component prices are falling. Let's see what happens when they rise sharply like that. Let's also see what all the Floppermine delays do to Dells bottom line...that's TWO speed bumps this quarter...and people wonder why Dells stock price is wallowing...not to mention being sawed off at the knees by the ISP rebates of up to $400... Regards, Jim

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