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Technology Stocks : Dell Technologies Inc.

DELL 133.52

+6.0%

2:04 PM EST

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To: Catcher who wrote (115980)	4/10/1999 1:23:00 PM
From: Mohan Marette	Read Replies (4) of 176387

On the contrary,I believe (perhaps wishful thinking but still) CPQ woes equate to AMD's or vice-versa and not necessarily have anything to do with Intel,Dell or anybody else as Compaq is heavily in to the sub-zero segment with AMD inside. But since we can not get anything resembling the truth from CPQ it is hard to say whether their shortfall mainly comes from AMD machines or Intel machines. Anyway we shall soon find out. But remember we have no warnings from either from Intel or Dell.

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