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Technology Stocks : Dell Technologies Inc.

DELL 127.61

+0.8%

Dec 23 3:59 PM EST

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To: Meathead who wrote (20861)	11/7/1997 2:15:00 PM
From: jim kelley	Read Replies (3) of 176387

Meathead, Ditto. If you look at a 20 week comparison chart you will see DELL and CPQ moving as though joined at the hip. Also, if you look at INTC you will see their stock turning over from its top about the time CPQs BTO model was announced. The BTO model forced CPQ, etc to reduce its current inventory and switch to this JIT model. This caused INTC apparently to loose a 1 B in revenues while this transition was taking place. This now appears to be over with as announced at the INTC conference in Monterrey today. There was a air bubble in that INTC inventory pipe. INTC may now be in position to resume its profit growth in the next quarter! This will pull DELL and CPQ along with them IMO. something to think about.....

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