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

To: rudedog who wrote (143588)	10/1/1999 4:51:00 PM
From: Don Edgerton	Respond to of 176387

CNBS has nothing better to do than bang DELL. Boy, .dDoes it get old after a while as they keep repeating the story... Looks like a reversal to me. Almost like the one day reversal last October but volume not as high. I read comments from a DEll rep a day or so ago saying remainder of the year was on track as was early 00. Don't think he would have made these remarks if there was a significant impact from Taiwan. I suspect that Dell suppliers are required to maintain 30 days in inventory in Austin and that Dell has hedged position in memory. Squeeze will hit white box makers to Dell's benefit. Looking forward to next week's conference. Will it be webcast? I wish. If it is on Tuesday, we should have some fireworks - FEd meeting and probable new iMac roll-out at Apple. View all three as positive for box makers. Aloha