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

To: TTOSBT who wrote (158205)	6/28/2000 9:16:00 AM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176388

TTOBST re: this is a marketing thing to brings pc prices up in the face of huge huge demands Thanks for the thoughts, I hope you are right. Intel investments are generally not immediate help to supply so I don't know how much comfort to glean from their expenditures. I am afraid I will have to stay very cautious about Dell prospects for beating estimates and I am starting to think they may have to fudge to make them. I think Dell is going to have to start using AMD and Transmeta products to start beating estimates again. Best, Mike

To: TTOSBT who wrote (158205)	6/28/2000 9:36:00 AM
From: Sig	Read Replies (2) \| Respond to of 176388

TTOSBT: OTOT Profit or loss today depends on the Fed Reserve. From these three key speeches by Mr Greenspan and Mr Meyer I think we are in good hands. Trying to sustain some very desired continuity in old systems while giving considerable freedom to new concepts of productivity,growth, and equity trading. Without dashing in to implement new controls that could suppress progress. federalreserve.gov federalreserve.gov federalreserve.gov Hoping for an end to rate raises Sig

To: TTOSBT who wrote (158205)	6/28/2000 10:08:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176388

ttosbt - re: "last month Intel pumped 2B to expand one of their fabs which should start producing soon." Unfortunately, it takes between 12 and 18 months to get much capability out of a fab expansion. The new equipment must be installed, the installation stabilized, sample product run, then the line has to be "tuned" to get the yield and speed curve to match targets. Intel's "duplicate exactly" culture gives them an advantage, but even the most optimistic predictions would not add any product from these expansions this year.