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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 3:59 PM EST

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To: Mohan Marette who wrote (108395)	3/9/1999 9:29:00 AM
From: edamo	Read Replies (3) of 176387

mohan...ref amd/intc/dell... yes...the pundits just a week ago were talking of crackers missing from intc lunch pail....the real food still intact.....and at the same time the DOJ was hollering foul..intc violates antitrust... believe some in the industry begrudge the success of dell, intc, msft, ....dell very astute in picking partners...cpq,gtw less discrete...sort of a "lie down with dogs...wake up with fleas"... MOST IMPORTANT....if amd continues to flounder...what happens to the cheap pc market.... use more intc celeron (as dell does)? or perhaps we stabilize at $1k plus units....there is always a bottom for a product price..i believe we are near...ed a.

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