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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: jim kelley who wrote (150392)	1/5/2000 5:37:00 PM
From: rudedog	Read Replies (1) of 176387

Jim - I know you believe that the memory price issue was industry wide but I don't think either HP or CPQ saw much effect... and IBM in particular should have been almost completely immune to memory price effects. It may have played a part in GTW miss... but as I said in the previous post, folks I talked to said GTW was short of processors - maybe if they had enough processors memory price would have been more of an issue for them.

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