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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (90622)	10/19/1999 5:24:00 PM
From: GVTucker	Read Replies (2) \| Respond to of 186894

Tony, RE: This Dell/DRAM thing has me scratching my head. Clearly the big spike in DRAM prices occurred more than 2 weeks ago, not last week as DELL maintained last night. I think that they're now making up an excuse because they failed to warn analysts during the meeting a couple of weeks ago. Back then, I think that DELL thought that they could get lucky and pull out the quarter. Now, less than 2 weeks before the end of the quarter, it is apparent that they cannot. This reinforces my thought that DELL management may be the most overrated management in corporate America. They have mismanaged crises in the past, and it appears that they are mismanaging the current situation.

To: Tony Viola who wrote (90622)	10/19/1999 5:35:00 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Tony, I think Dell (and the rest of the PC companies) are saying the same thing that you are, essentially B.S. to Micron and the industry for raising DRAM prices. Ever notice how the price of gasoline goes up within seconds after any oil "shock", regardless of what is in the pipeline or inventory? Same crap, and I guess the typical reaction in a commodity market. I still don't get how higher DRAM prices will effect Intel sales/profit margins. I guess the case could be made that higher PC prices will reduce 4th quarter volume, but I think its pushing reality. And what would all the analysts have to talk about if PC prices started to INCREASE? John