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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (80746)	11/22/1999 6:19:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1585088

Mani, Re:"dell" Yes, the parts shortage and rising prices do not help dell's model. On the other hand they are a pretty solid company, imho. I suspect Cumines will be plentifull by 12/15. This gives Dell 1/2 a quarter to make hay with cumines. And i don't believe in the y2K doom scenario and that should be positive for Dell. In addition I am hearing that supply is loosening up for dram/lcds due to their samsung deal and that should help their biz as well. I am certainly expecting a run up to $50 at least prior to feb earnings after AMD and Intc have blow out quarters as well. Just my 0.02. regards, Kash