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

To: jim kelley who wrote (20863)	11/7/1997 2:58:00 PM
From: Meathead	Read Replies (4) \| Respond to of 176387

Jim - no doubt, BTO excess inventory has been flushed and Intel's Q4 numbers should improve, looks like a good time to pick up additional shares of this undervalued giant. Also, AMD appears to be doomed with thier yield problems and lack of support from the big PC outfits. news.com Intel is the only volume supplier. Furthermore, Intel has a strategy to capture and own the "new" sub 1000 segment. crn.com A bullseye on the impact of the sub 1000 PC courtesy of Jeff Fox / Andy Grove techstocks.com PLUS.... An Oct 3, reiteration of Q3 confidence for Dell news.com MEATHEAD

To: jim kelley who wrote (20863)	11/7/1997 4:02:00 PM
From: Chuzzlewit	Respond to of 176387

Two items, Jim, First, I think INTC said that there were channel problems with some of their customers, and I think that you are right -- this corresponds to the switch to BTO. With WDC and INTC havingg dropped prices as a result of oversupply (failure to recognize BTO in INTC's case, and plain old competition in WDC's case), DELL is in a position to reap the most benefits because of its very short inventory cycle time. Second, you noted that <<If you look at a 20 week comparison chart you will see DELL and CPQ moving as though joined at the hip.>> This is the point I was trying to make to people in discussing diversification. Portfolios should be diversified along different business segments in order to avoid the extreme covariance you typically see with CPQ, DELL and HWP. Regards, Paul