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

To: kemble s. matter who wrote (158319)	7/4/2000 12:31:42 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176388

Kemble re: Speaking of component shortages...Heard that INTC is ramping up and things are clearing in the higher end processors ....My broker called tonight and mentioned that an analyst said things are over and with DELL having another month in the quarter this bodes well for DELL....Also SSBarney mentioned that the component shortage possibilities is the only reason it dropped from 58 into the forties... This is indeed big news if it is substantiated. I heard over on TMF Dell board that processor supplies were history, but found no news items related to it. How do these guys find out, and know that it is real? Also, there is the Dram issue, but that would seem strictly a price issue. I keep remembering TTOSBT's thought that the suppy shortage problem was just a way to raise prices. Best, Mike