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Technology Stocks : Dell Technologies Inc.
DELL 126.01+1.3%Feb 10 3:59 PM EST
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To: TTOSBT who wrote (158205)6/28/2000 9:16:00 AM
From: Mike Van Winkle  Read Replies (1) of 176388
 
TTOBST re: this is a marketing thing to brings pc prices up in the face of huge huge demands

Thanks for the thoughts, I hope you are right. Intel investments are generally not immediate help to supply so I don't know how much comfort to glean from their expenditures. I am afraid I will have to stay very cautious about Dell prospects for beating estimates and I am starting to think they may have to fudge to make them.

I think Dell is going to have to start using AMD and Transmeta products to start beating estimates again.

Best,
Mike
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