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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: Sig who wrote (42352)	5/15/1998 3:04:00 PM
From: Jeff Jackson	Read Replies (1) of 176387

Let me see if I understand this... 1. Some anal-yst says there will be an oversupply of microprocessors; 2. If true, Intel will have to lower its chip prices; 3. CPQ, HWP, etc. have chip inventories purchased at higher prices; 4. DELL has no significant inventory and can buy cheaper right away; Therefore, DELL tanks more than CPQ today. What am I missing here? Jeff

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