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

To: edamo who wrote (145212)	10/19/1999 5:11:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

edamo,..Re:.is it conceivable that the "perfect" dell business model has revealed a major flaw in its ability to execute? Yes it is conceivable that something fell through the cracks.<g> The thing that bothers me is the announcement yesterday about memory prices causing margin difficulties when memory prices have been rising for months. I'm sure Dell has alternate sources setup in the event of flow problems but cannot overcome overall industry wide price increases. Knowing how some things are done in SEA, I wonder that even if Dell had fixed price contracts or alternate sources, a higher bidder wouldn't walk away with some of that dedicated supply?<g> Cheers, Lee