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Technology Stocks : Dell Technologies Inc.
DELL 141.62+2.0%2:59 PM EST
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To: jim kelley who wrote (150388)1/5/2000 5:33:00 PM
From: rudedog  Read Replies (3) of 176387
 
Jim -
the scuttlebutt I hear is that this was almost solely due to Intel starving GTW on chips. Rumor is that both CPQ and DELL put the arm on Intel for more allocation - and GTW (and Micron and some others) were the losers in the game of musical chairs. I think this was the basis for one of the analyst calls saying DELL might miss, but I would be amazed if Intel left DELL out on a limb. "Everybody else" seems more likely.
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