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

To: K. M. Strickler who wrote (50969)	7/14/1998 3:16:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

RE: I can just see Intel in 'tears' as DELL places that order for 10 million Intel boards with the 'xyz' chip set and 'qrp' processor! Don't forget HP and the 10 million 'hpz' printers! These boys be crying all the way to the bank! And that little CCC glitch where DELL gets the interest on the $$$ between 'ship' and 'pay'. Ah yes! Ken, You are starting to catch on. It takes 8-10 weeks build a chip, most chips are in that time frame from what I understand. >>> Once the End PC markets start to stregnthen, DELL JIT model will be their ultimate demise. <<< Who does intel deliver to when demand forces them into an allocation mode. Why is intc on allocation ? because they did not start enough wafers. Why ? No order visibility, and they want that back. Jim