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Technology Stocks : DELL Bear Thread

DELL 129.25

+0.7%

Dec 26 3:59 PM EST

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To: Irish King who wrote (1)	3/9/1998 8:59:00 AM
From: jjs_ynot	Read Replies (1) of 2578

With Intel warning, there seems to be some other issues at work than just a COMPAQ meltdown. It is my impression that many of the CPQ units overstocked in inventory have AMD chips. Thus the Intel warning may be focused on companies other that CPQ (perhaps IBM, DELL, etc.). Also the lead time for DELL 333 MHz units is 4 weeks due to limited supply of the chips. Will DELL suffer a sales slowdown since Intel can't supply all the high end chips at a fast enough pace? Dave

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