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Technology Stocks : Intel Corporation (INTC)
INTC 35.94-5.1%Nov 13 3:59 PM EST
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To: Joseph Pareti who wrote (51583)3/30/1998 7:44:00 PM
From: Thomas M.  Read Replies (2) of 186894
 
Michael Dell said IF DRAM prices pick up. If DRAM were to pick up for a nanosecond, MU and the Koreans would open the floodgates. Regardless, Dell has benefitted from dropping component prices vis a vis the other boxmakers, because of the BTO model. Rising component prices will have the opposite effect. Was he sweating when he said this? -g-

Tom
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