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Technology Stocks : Dell Technologies Inc.
DELL 122.46-8.5%Nov 17 3:59 PM EST
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To: TwoToTango who wrote (69020)10/3/1998 7:30:00 PM
From: Ken Beal  Read Replies (1) of 176387
 
Hi TTT,

Re: What are your thoughts on the DRAM issue?

Increasing DRAM prices would affect all computer manufacturers. So Dell's stock price should stay "in line" with them -- in other words, if Dell's going to tank because of this one component, then all the other boxmakers should tank too.

In fact, thanks to Tom Meredith's financial acumen, Dell will probably be the least affected of the computer vendors. (Look at their performance in Asia while everyone else is being hurt bad.)

Cheers,
KenB
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