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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: Mani1 who wrote (153854)	2/14/2000 1:26:00 AM
From: G.M. Flinn	Read Replies (1) of 176387

Mani, re: "There is currently a capacity shortage with no relief in sight, thus the semi's large price gains. Computer OEM's are different ball game altogether and their success is not necessarily related to the chip makers success." Sure seems to me that the strength / success of the OEMs is directly correlated to the success of the chip makers ... just not necessarily in immediate stock price comparisons. If the demand for the OEM product is so great that the main thing holding sales back is a shortage of chip components, I would say that bodes very well for the OEM business ... and ultimately for their stock prices. So either the chip stock prices have erroneously run up on a short term basis due to a missed estimation of demand, or the OEMs have some great times ahead. Glenn

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