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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mike Van Winkle who wrote (134889)	6/29/1999 1:54:00 AM
From: TTOSBT	Respond to of 176387

Re: "One thing I am sure of is I don't have the information to evaluate what Dell does. I would suggest that their competitors don't either and that is how Dell would prefer to have it." Mike you've got the proper perspective on this. All one really has to remember when surmising if Dell is going down the right path on this is; didn't Dell circumambulate the old channel way of doing business and win (over everyone else)? I think your statement..."Dell already sells refurbished units, they may have perfected their process from that experience." is profound and correct here. Perhaps the analysts and talk in the near future will be praising how genus Dell was with their foresight in the auction of refurb's? Not sure how true it is but I heard today from someone at work that word from the pacific is, Dell has made a HUGE motherboard order with ACER for 133MHz FSB(Front-side-bus speed) in preparation for INTEL's high end chips slated for this September. Also Intel may have be too conservative in their recent delay of the .18m chips which may be out July instead. It's all suppose to be based on the DRDRAM Rambus memory which is still murky and unsure of yet? We may yet see that summer rally real soon? I hope! You are certainly not asleep Mr. Van Winkle. <g> TTOSBT