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

To: jim kelley who wrote (150388)	1/5/2000 4:32:00 PM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

RE:Jim-Interesting-DELL-trading down three-Christ are these MM's stupid or not-DELL should be trading UP three on the GTW news.Get in there and get some of that 'aftermarket'-knee-jerk cheap stock!wbm

To: jim kelley who wrote (150388)	1/5/2000 5:00:00 PM
From: kemble s. matter	Respond to of 176387

Hi!! RE: DELL's new consumer offerings may be taking a toll on GTW consumer sales. $ 4 of the 7 cents is probably the memory spike costs while the other 3 could be the DELL consumer hit. 75% increase at Dec. 19th ...Hits on DELL's site... :o) Best, Kemble

To: jim kelley who wrote (150388)	1/5/2000 5:33:00 PM
From: rudedog	Read Replies (3) \| Respond to of 176387

Jim - the scuttlebutt I hear is that this was almost solely due to Intel starving GTW on chips. Rumor is that both CPQ and DELL put the arm on Intel for more allocation - and GTW (and Micron and some others) were the losers in the game of musical chairs. I think this was the basis for one of the analyst calls saying DELL might miss, but I would be amazed if Intel left DELL out on a limb. "Everybody else" seems more likely.