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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST
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To: Dave B who wrote (18523)4/12/1999 10:30:00 AM
From: MulhollandDrive  Read Replies (1) of 93625
 
**OT**

Dave,

>>I think Dell is in better
position than the others for precisely the reasons you think the others
are better off. Should be fun!<<

I think you're right about DELL being in a better position than the others, but for now I still think the downtrend for boxmakers is intact, Dell included. It's a hunch on my part, but the competitive pricing and possibility of deferred purchasing is shaping up for potentially a very nasty Q 2& 3.....Q 4 may knock everyone's socks off, though. JMO

bp
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