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Technology Stocks : Dell Technologies Inc.
DELL 129.98-6.2%Dec 12 9:30 AM EST

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To: HammerHead who wrote (32391)3/5/1998 12:20:00 PM
From: D.J.Smyth  Read Replies (1) of 176387
 
Here is some analysts comments in reference to SGS and Intel. The section regarding AMD and Cyrix are important factors:

dljdirect.com

AMD's revenue problems have much to do with the inability to meet current demand as promised; their inability to ramp-up production fast enough
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