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To: kash johal who wrote (97636)1/26/2000 7:03:00 PM
From: Tenchusatsu  Respond to of 186894
 
Great job in telling it like it is, Kash. I guess the effects of the Coppermine/RDRAM problems were no surprise. Yet at the same time Dell remains committed to Intel. Very interesting.

Tenchusatsu



To: kash johal who wrote (97636)1/26/2000 7:04:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Kash, thanks for your objective M. Dell recap. Another day
in the life of holding these kinds of stocks (no Dell though). I recall you were in and out of Dell a while ago. Wise move.

Tony