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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: D.J.Smyth who wrote (32170)	3/4/1998 6:42:00 PM
From: G.M. Flinn	Read Replies (2) of 176387

INTC will likely help tank ALL tech / pc stocks initially. Smart money should realize that INTC's problem is not necessarily DELL-related. DELL's higher end focus is not where INTC is hurting, it is the low end. INTC emphasized its rush to production of cheaper chips for entry level machines ... the very machines utilizing so many AMD and CYRX / NSM chips today. It appears to be a bloodbath in the so-called sub-$1,000 market amongst the chipmakers and the retail boxmakers (CPQ warned, too). Contrast that with DELL announcing major plans for expansion in China and in Austin within the last few days. DELL's outlook is tremendous ... others a whole lot smarter than me should see this, too. Hang tight tomorrow. Glenn

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