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Technology Stocks : Dell Technologies Inc.
DELL 126.42+2.8%Dec 19 9:30 AM EST
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To: Gabriel008 who wrote (156463)4/19/2000 3:06:00 PM
From: jim kelley  Read Replies (1) of 176387
 
Angel,

I do not think that AG will go to a 1/2 % increase in May.
The CPI increase was due to the oil price increases rippling through the Airline and transportation industry.
It is in essence a transaction tax on the American consumer.
I think that oil prices have been relaxing somewhat since they upped production (Lee probably has a better feel for this than I do). However, there may well be a lot of fear whipped up by the media going into the meeting which would have the same short term negative effect.

I think that DELL should show improving margins from the sale of the new high performance desk tops and workstations.
However, INTEL said unit sales and ASP were flat from last quarter.

Thanks,

Jim Kelley
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