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To: Tony Viola who wrote (101748)3/29/2000 10:48:00 AM
From: JDN  Read Replies (1) | Respond to of 186894
 
Dear Tony: Yes, these rumors are getting out of hand. Wish something could be done about them. JDN



To: Tony Viola who wrote (101748)3/29/2000 11:10:00 AM
From: Joey Smith  Respond to of 186894
 
Tony, re:Funny there was no evidence of this Dell rumor yesterday.

Actually that rumor came from our good friend Bill Fleckenstein yesterday! You know, the fund manager who's been short Intel (& other big teck stocks) the last 6
years or so. Coincidence?? <g> Someone posted it on the AMD thread yesterday. The stock was due for a breather so any excuses will do, i guess.
joey



To: Tony Viola who wrote (101748)3/29/2000 11:37:00 AM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
Tonee,

RE:"Funny there was no evidence of this Dell rumor yesterday."

siliconinvestor.com



To: Tony Viola who wrote (101748)3/29/2000 11:51:00 AM
From: Tenchusatsu  Read Replies (1) | Respond to of 186894
 
Tony, <Joey, what the heck is going on with the rumor mill about stocks? I just heard on KGO, the top radio station in the SF Bay Area, that the rumor about Intel losing a "a big Dell order" was false.>

Have you seen the AMD thread lately? Those guys were getting all excited over Bill Fleckenstein's rumor that Dell was going with AMD:

siliconinvestor.com

Things were very heavy for the most part in chip land with Intel leading the charge to the downside for once, as there were rumors that Dell had cancelled a chip order and was switching some orders to AMD. I can't confirm that is the case; it certainly wouldn't be surprising, but that doesn't explain why the equipment stocks were roughed up pretty mightily.

Tenchusatsu