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

To: edamo who wrote (144942)	10/18/1999 8:05:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

Hi Ed, It would be quite ironic if those with 'inventory' and 'assured supply' of critical components were now on a better footing in regard to product. It is quite interesting how Mikey said things were 'great' a couple weeks back. Guess the memory problem was just noticed since then.... So far, I have not seen any posts in regard to a 'credibility' problem though.... Guess that only happens to CPQ... Best regards, John I guess Rude had it nailed the other day when he posted that he was 'waiting for the other shoe to drop'. The long term supply deals were also a pretty good clue. No reason for Dell to put up that kind of cash to IBM/Samsung if supply were plentiful...