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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: G.M. Flinn who wrote (153859)	2/14/2000 1:59:00 AM
From: Mani1	Read Replies (1) of 176387

Glenn Re <<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>> Absolutely not!!! Supply on the OEM side is very "elastic" if the semi components are available, it does not take much for the EOM's to put it together. In other words, there will never be a shortage of computers if there is no shortage of components. On the semi(component) side the supply is fixed. Yes fixed, due to high fab depreciation cost, fab will pump them out with little respect to demand, thus price. So the semi prices move all over the board causing the semi business to be very cyclical. It moves from terrible to great in a snap. Stating that " success of the OEMs is directly correlated to the success of the chip makers is too naive. It is simply wrong and lacks factual and logical bases. Mani

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