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

To: GVTucker who wrote (156483)	4/20/2000 2:25:00 PM
From: Mike Van Winkle	Respond to of 176387

GVTucker re: Don't overlook, however, that Intel still says that it is capacity constrained and will be through at least June. And DELL will consequently be impacted, in spite of management's assertions that microprocessor supply issues are behind them. Intel has ramped production and added capacity, yet Dell is being cautionary with +30% growth projections, so I think that your concerns are factored in. The real rubber meeting the road is how this balance plays out. Without complete data we are speculating to predict short term. I prefer to stick to proven analysts for short term. For long term, I am sticking with Dell and their process approach to this expanding market. In regards to the low end, Gateway did nicely with the high end. More incomplete data should be out very soon! Best Mike