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

To: hpeace who wrote (20736)	11/5/1997 8:40:00 PM
From: JUJU1015	Read Replies (1) \| Respond to of 176387

Venkie..Re: tour...so it'd Denny's @ 135 North and St John's @ 11am???? Please let me know asap..out of Florida at daylight. Judith

To: hpeace who wrote (20736)	11/5/1997 8:41:00 PM
From: Qtrlytrades	Read Replies (2) \| Respond to of 176387

Steve, I think a lack of AMD chips in DELL machines is going to turn out to be a good thing for DELL. I expect AMD to get a bad name from the NC's due out next year. The NC's lack of performance & Functionality will be blamed on AMD's chip. The market will turn back to low cost PC's with the caveat "I want Intel inside" Too late for CPQ to pull the cheap chip! On another thread Sonki has AMD at 15 mill units... didn't they have trouble producing 1.2mill K6's this qtr?

To: hpeace who wrote (20736)	11/5/1997 8:44:00 PM
From: jim kelley	Respond to of 176387

Then address your communications to her not to me. You have agreed not to post to me but your agreements are obviously meaningless to you.

To: hpeace who wrote (20736)	11/5/1997 9:57:00 PM
From: Sonki	Read Replies (1) \| Respond to of 176387

steve, i like to hear both sides as i own both stocks. Also, some times it is great to buy a company that has lot of room to grow. cpq is already #1. ML rates (not that i care) cpq 1/1 and dell 2/1 i think cpq and dell are serving two differnt markets. cpq volume shipments and dell high margin. Plus, w. pressure put on intel dell should be able to get great deals and i don't see how intel can charge that much more jit delivery. at the moment, i m more concerned about an uptick in intel (to $100) as i have tons of money in warrants. so as a vendor, can you please keep order more intel inside? else i will have to buy NSM. btw: i made no comment on amd k6. as i have no idea what amd does and would never invest in a company which only has bright future and not bright past. Past peroformence IS some indications of great management (intc). I understand lots of mgnmt change at NSM.