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

To: John Koligman who wrote (163300)	12/18/2000 1:31:19 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

John. Dell stated last week the supply constraint issues would be fixed by this week. The supply constraint was due to buying going beyond expectations; not the other way around. so do you sell Dell because the supply issue is now past, or do you buy Dell because people were buying P4/32x more aggressively than even Dell had planned for?

To: John Koligman who wrote (163300)	12/18/2000 2:06:02 PM
From: edamo	Respond to of 176387

john....been saying it for a long time "if a whole country (japan) couldn't get jit/bto to always work, then not even the mighty "mikey" could..." just like the little girl....."when she's good she is oh so good, but when she's bad, she's never "just in time" oh well, the harvard business school thought he was the savior of the industrial world...guess they also believed bezos was a marketing genius.... i think we are getting a bottoming in many of the value/growth chip makers....