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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: VICTORIA GATE, MD who wrote (253)	9/26/1996 12:34:00 PM
From: Peter Shaw	of 176387

I have been a major supporter of DELL, but went short today on the DRAM price news. The business model gets hurt when spot prices for memory go up 50% in 1 week ($8 to $12). Either prices need to rise or margins suffer. The momentum players ran this one up too fast, and it will probably settle out in the low 70's before its next advance. Good Luck to all... Peter Shaw

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