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Technology Stocks : Dell Technologies Inc.
DELL 111.10-7.8%Jan 20 3:59 PM EST

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To: Uncle Frank who wrote (100043)2/16/1999 8:32:00 AM
From: Mohan Marette  Read Replies (3) of 176387
 
Looks like 5fer is running scared,desperation will do it to a man you know.

morning Uncle:

Hey I like this guy.<vbg>

""I think these guys are toast. I don't think it's any coincidence that in the last three months five of the largest distributors of computer stuff have all puked up their quarters," while Dell has continued to grow, said Jeff Matthews, general partner in Ram Partners, a Greenwich, Connecticut, investment firm.'"

Speaking of Dell and Channel stuffers CNET writes...

.....Of course, few are writing the company off. A number of large corporate resellers and distributors reported less-than-spectacular financial results last week. While several factors have likely contributed to the fall, competition from direct sellers, especially Dell, is cited as one of the prime reasons these companies are feeling the pinch.

"I think these guys are toast. I don't things it's any coincidence that in the last three months five of the largest distributors of computer stuff have all puked up their quarters," while Dell has continued to grow, said Jeff Matthews, general partner in Ram Partners, a Greenwich, Connecticut, investment firm.'


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