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


To: Gabriel008 who wrote (156463)4/19/2000 3:06:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Angel,

I do not think that AG will go to a 1/2 % increase in May.
The CPI increase was due to the oil price increases rippling through the Airline and transportation industry.
It is in essence a transaction tax on the American consumer.
I think that oil prices have been relaxing somewhat since they upped production (Lee probably has a better feel for this than I do). However, there may well be a lot of fear whipped up by the media going into the meeting which would have the same short term negative effect.

I think that DELL should show improving margins from the sale of the new high performance desk tops and workstations.
However, INTEL said unit sales and ASP were flat from last quarter.

Thanks,

Jim Kelley



To: Gabriel008 who wrote (156463)4/19/2000 4:00:00 PM
From: JRI  Read Replies (1) | Respond to of 176387
 
*OT* Angel, today's activity was OK....I would like to see us have a couple more boring days....essentially flat, net/net...on Thursday/Monday...that would do a lot to calm the markets....technicians wanted a little orderly sell-off and we got it...hopefully, earnings will be very strong, and give us a modest up day tomorrow..