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


To: Jim Patterson who wrote (42277)5/15/1998 11:54:00 AM
From: S. Chiang  Read Replies (1) | Respond to of 176387
 
>> NSM is a major supplier to DELL. I guess since NSM sees problems, then that means lower prices for dell. <<

Sorry! This is incorrect. DELL uses Intel Pentium chips only.



To: Jim Patterson who wrote (42277)5/15/1998 12:05:00 PM
From: SuperSonics  Read Replies (1) | Respond to of 176387
 
What does NSM supply to Dell? Memory chips or other logic chips?



To: Jim Patterson who wrote (42277)5/15/1998 1:31:00 PM
From: larry  Read Replies (2) | Respond to of 176387
 
Jim,

I think that DELL use INTC chips. The fall in the past two days has a lot to do with HWP warning, the INTC bullshit, and profit taking. DELL will be at 97 next Monday and over 100 next Tuesday. I see them beating first call by 2 to 3 cents.

Don't count on a DELL miss yet. Both Roger and you are too greedy and believe that you guys smells blood. Like I mentioned before, if DELL misses, it will take 5 to 6 sessions for the issue to bottom up and will get a 25-30% haircut. You will have enough time to play the put and short game and make a bunch on the downside. If you were that smart, you would understand the rule unless...

Bill Fleckstein is a genius and yet he is a complete loser on DELL. Heck, I have a buddy who bought into DELL for seven years and have become a multimillionaire...and another one who has gone bankrupcy shorting DELL (600 k debt). I won't bet against MD until the DAY they miss quarter.

good luck,
larry!