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Technology Stocks : Dell Technologies Inc.

DELL 128.43

+0.6%

Dec 24 12:59 PM EST

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To: jim kelley who wrote (20863)	11/7/1997 2:58:00 PM
From: Meathead	Read Replies (4) of 176387

Jim - no doubt, BTO excess inventory has been flushed and Intel's Q4 numbers should improve, looks like a good time to pick up additional shares of this undervalued giant. Also, AMD appears to be doomed with thier yield problems and lack of support from the big PC outfits. news.com Intel is the only volume supplier. Furthermore, Intel has a strategy to capture and own the "new" sub 1000 segment. crn.com A bullseye on the impact of the sub 1000 PC courtesy of Jeff Fox / Andy Grove techstocks.com PLUS.... An Oct 3, reiteration of Q3 confidence for Dell news.com MEATHEAD

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