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

To: D. Swiss who wrote (150714)	1/7/2000 3:28:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Drew, Thanks for your diligent report. I guess DELL is not set up to respond to the daily rumor mill. They are saying that they are on track as far as sales are concerned. When I check the DRAM DIMM pricing it looks like it has been dropping from $2.25 to $1.25 from October to Dec. It historically, drops sharply in January. So I do not expect that margins will be squeezed as they were last quarter. Also pressure on ASP has not been much this quarter as reported by GTW earlier this week. I think DELL will do fine this quarter but I do not expect them to surprise a lot on the upside due to the known issues. :)