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

To: D. Swiss who wrote (147131)	11/11/1999 9:33:00 PM
From: Sam Bose	Read Replies (1) \| Respond to of 176387

Drew, Your summary didn't just help, it was par excellence!!! Thank you! Now could you forward it to CNBC, CNNfn, and every media outlet to preempt any negative spin (I'm sure they'll try to find something negative somewhere) <VBG> Best Wishes, Sam

To: D. Swiss who wrote (147131)	11/11/1999 9:44:00 PM
From: D. Plen	Read Replies (1) \| Respond to of 176387

Drew, The CC outlook is very positive. Thanks for your summary! This should blow out all of the cobwebs. Go DELL D.Plen

To: D. Swiss who wrote (147131)	11/12/1999 7:03:00 AM
From: hdl	Read Replies (1) \| Respond to of 176387

Margins hurt by 150% Dram increase and flat panel display availability, but going forward will adjust prices in line with component prices. IF prices of components go up, Dell won't be as competitive as in the past if it passes on increases while its competitors bought components in their inventory cheaper or if Dell gives its customers less (by the way I thought the customer chose the configuration-here Dell talks about putting less of expensive components in its computers-or is that the customers' rational choice-or would it be more rational to buy from a manufacturer who bought the component for less-and passed on the saving.)