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Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

3:59 PM EST

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To: John Koligman who wrote (163300)	12/18/2000 1:31:19 PM
From: D.J.Smyth	Read Replies (2) of 176387

John. Dell stated last week the supply constraint issues would be fixed by this week. The supply constraint was due to buying going beyond expectations; not the other way around. so do you sell Dell because the supply issue is now past, or do you buy Dell because people were buying P4/32x more aggressively than even Dell had planned for?

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