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Technology Stocks : Dell Technologies Inc.

DELL 138.80

-2.7%

Nov 11 3:59 PM EST

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To: JRI who wrote (151383)	1/14/2000 7:25:00 PM
From: jim kelley	Read Replies (1) of 176387

GTW warned early this month and put the blame on INTC. If DELL started commenting on every analysts negative report, it would not be good. There is also potential problems with DELL rebutting speculative, negative reports before INTC reported. Presumably, DELL is on good terms with INTC and would not want to detract from their quarterly report. Finally, it looks like INTC's report was just what the doctor ordered. Neither Niles or Fortuna could possibly know what DELL's quarter is going to look like this far in advance unless they had DELL's order book. Fortuna admitted as much in the way his .21 and 7.1B numbers. :)

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