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Technology Stocks : Dell Technologies Inc.
DELL 117.44-1.6%Nov 20 3:59 PM EST
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To: Venkie who wrote (75199)10/29/1998 12:26:00 AM
From: jim kelley  Read Replies (1) of 176387
 
Venkie,

I think that DELL may be working off its backlog of XEON 4 way servers since INTC just announced the fix for the 4-way last week.
These are mid-range servers and carry a nice ASP and better than average margins. These enterprise products may give DELL a nice margin and ASP boost this quarter and next.

DELL should be able to clear any backlog of orders before the end of the month.

Jim Kelley
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