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Technology Stocks : Dell Technologies Inc.
DELL 140.77+1.4%3:59 PM EST

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To: John Hauser who wrote (106005)3/1/1999 7:38:00 PM
From: Patrick E.McDaniel  Read Replies (2) of 176387
 
John, thoughts on the Pentium III and Dell earnings.

There are 2 sides to this story.

1. All PC companies had customers waiting at the end of last quarter and a month into this quarter to get the Pentium III. Dell will have to sell like a bat out of Austin to to make up for delays in the front part of the quarter.

2. In you wanted a Pentium III quickly who would you buy from?
Direct is the only way to fly. Expect the directs to get a surge in the backside of this quarter.

Pat
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