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

To: Mike Van Winkle who wrote (158324)	7/5/2000 6:47:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176388

Mike, Hi!! RE: 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. Hey, One of the first reasons I "learned" to listen to what DELL management was telling me was because of this...I know that DELL management mentioned just last week that they would "work through" these...Was that our "hint" that any possible supply problems were coming to a close? I can remember an INTC comment where they mentioned that the ramping would be alleviated later in the year but it just may be possible that they have things ready ahead of their so called "announced" schedule...If so???? What is there to stop DELL from returning north? DELL management...Michael in particular has stated that the second half of the year is a layup...Vanderslice has told us as of last week that "sequentially...quarter to quarter...year after year....second quarter is flat...This is not the case this year it is strong"... :o) Best, Kemble