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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: j g cordes who wrote (153604)	2/11/2000 8:40:00 AM
From: Meathead	Read Replies (3) of 176387

Hi jg. Yes, RAMBUS is/was a major flop and it was a major mistake for Dell to bet an entire product line on it. The problem now is that there is nothing in the pipeline as far as new products are concernd. It will be the second half of the year before Intel releases Solano so I wouldn't expect improvement in desktops until Q3. Desktop margin compression on old products (BX based) will continue to be a drag on the bottom line. MEATHEAD

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