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

To: Meathead who wrote (48248)	6/19/1998 4:33:00 PM
From: Ken Bobey	Respond to of 176388

We'll see. After the MM manipulation today to hold DELL at 85 for options expiry, Monday could prove very sloppy.

To: Meathead who wrote (48248)	6/19/1998 4:40:00 PM
From: Jim Patterson	Read Replies (3) \| Respond to of 176388

RE: But you see Jim, high end demand may not abate and Dell may not stumble. Just keep in mind, the disasterous Dell scenarios you're dreaming about may not occur for a long, long, long time. Or they may already be here. Don't forget, Both IBM and CPQ agree that the days of 30% and 40% margins on high end servers are over. Both think 20-25% is reasonable. Big difference there IMO. Jim

To: Meathead who wrote (48248)	6/23/1998 11:57:00 AM
From: Jim Patterson	Read Replies (1) \| Respond to of 176388

Meathead, Since you are the expert on PC design here, RMBS is on the move. How does RDRAM fit into the picture. I know what it is, but how will it be taken advantage of? Will there be a memory bus in the same way as AGP, Will the whole MB speed up to 200-400MHZ ? Will RDRAM PC be like having 128MB of cache memory? Will any single manufacture, Box maker like DELL or DRAM maker like MU have a substantial advantage for any reason I would not think of? I hope it helps more than 100Mhz SDRAM :) Thanks for your explanaion in advance to this multi part question. And no, I am not shorting this one. Jim