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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (30474)	10/18/1999 5:53:00 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 99985

Heinz, Japan around 1500 point lower. BTW DELL now $38 Haim

To: pater tenebrarum who wrote (30474)	10/18/1999 5:53:00 PM
From: Benkea	Read Replies (1) \| Respond to of 99985

"Dell warned? so the rise in component prices finally takes it's toll..." I so don't want to be a bull about this, but it is MEMORY only! Further, it is only impacting DELL now because they have a 7 day inventory supply. This is probably quake related as well. I can't believe ppl are extrapolating this out to ALL tech (PC especially) related companies. If anything, keep your eye on MU because they are likely to surprise to the upside with better margins. This is DELL specific - period.