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

To: tejek who wrote (90096)	1/27/2000 5:27:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1573963

Ted, Re:"dell" Dell had a lot of brokerages come out early today with upgrades etc. In fact the stock went to $41 or so. I suspect this allowed some big boys cover to exit. I think they are gonna get hit big time. They really are focussed on US BIZ market for majority of their business. I see a whole bunch of folks who are gonna slash prices to US business such as Compaq (ipaq) and Gateway. Margins are gonna suffer in that segment. Dell is a very fine company but they are extremely vulnerable due to reliance on a limited market segment. Dells fall could be much faster than its rise in 90's. regards, Kash