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To: richard surckla who wrote (32335)	10/19/1999 7:39:00 PM
From: Jdaasoc	Respond to of 93625

richard: Not a clue. However, I am suspecting that Dell will have to make decision between higher prices for all DRAM, especially RDRAM or loss of market share. I feel that RDRAM at $325 for 128 megs is below market pricing for RIMMs if that can be accurate determined at this time. All I know is Kingston may charge more. Either way Dell is between rock and hard place. Their margins were better than competitors with their NET sales model, so stock had higher P/E. Michael Dell personally told analysts that his 15% market share could easily reach 25% market shares so stock price should be rewarded. However, IBM, Compaq and HP are going to Dell's sales models and now higher RAM prices are effecting bottom line. john