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

To: hdl who wrote (145320)	10/20/1999 9:40:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

HDL Re short Dell Try not to get hurt too bad. Dell and Intc have been two favorite targets of bears for 9 months or more. Looking only for a claim to fame.Niles got it. Beat down the price clear back to last December. But the company, the earnings, have increased by over 50% since then. Michael may be Pi&&ed. Could have a surprise in store for Nov 11 th. There were only 3+ weeks left in the quarter when that quake struck. Suppliers should have had enough drams built to fullfill those orders. LCD's were a problem, dram price was a problem causing margins to decrease. Dell is making major effort to keep margins up. Sig