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

To: jim kelley who wrote (147650)	11/18/1999 12:23:00 PM
From: rudedog	Respond to of 176387

Jim - you are talking through your hat. If you are as well connected at DELL as you claim, you can verify what I said there. As to the Micron contracts, those are forward-looking 5 year engagements, not a quick fix to a short term problem. Both HP and CPQ have specifically said there is no impact to their price from DRAM spot market issues. CPQ had long term contracts with SAMSUNG which the Micron deal supplements going forward. But as you said, nice try...

To: jim kelley who wrote (147650)	11/18/1999 12:30:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

You know that both GTW and CPQ entered into agreements with Micron in October, so either they did not have contracts or their contracts expired just like DELL. Exactly! TTFN, CTC