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

To: Mani1 who wrote (146247)	11/1/1999 1:13:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Re:and WILL NOT continue going forward Hmmm... this will reverse a 40 year trend toward lower component costs---if what you say is true. Moreover, it will not benefit any of the other manufacturers as they will also have to pay the higher component costs. The DRAM pricing problem was compounded by the problems with the RDRAM chipset from INTC which was due out in October. Also, sales were higher than IDC or Dataquest projected last quarter. There is plenty of spare capacity available for expanding DRAM production. The correction of the RDRAM problem should release a lot of RDRAM chips onto the market that have to now be held in inventory and this should further reduce pressure on the DRAM market. So I do not think that your scenario plays out as any thing more than a hiccup in the market. JMO JK

To: Mani1 who wrote (146247)	11/1/1999 1:47:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Mani,.Re:.semi, its cycles and fab capacity and its trends. From Semiconductor Industry Association. matec.org semi market cycle matec.org cap util rate matec.org Total semi cap spending Re:.benefited greatly due to rapidly declining component prices. That has already stopped and WILL NOT continue going forward matec.org Avg price trend PCs matec.org PC cost structure Re:.DRAMS DO NOT COME FROM TAIWAN. In checking out this latest Dell story about DRAM prices possibly affecting margins this quarter, I discovered that approximately 10% of the total DRAM comes from Taiwan. Is this incorrect? [World DRAM Price] Long-Term DRAM Prices Rise to US$8 in U.S., Europe and Asia nikkeibp.asiabiztech.com Re:.do not know where you got your idea of "Dell's margin has risen over the last 2/3 yrs."...... Five Year Selected Financials History: Fiscal Year Ends on January (in millions) 12mos(2)1999 1998 1997 1996 1995 1994 Profit Margin 8.1 8.0 7.7 6.8 5.1 4.3 -1.2 stocksheet.com Thanks for your post. If you have a chart showing DRAM spot pricing, could you please post a link to that? Lee