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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: phbolton who wrote (38399)	9/11/1998 10:00:00 AM
From: DJBEINO	Respond to of 53903

Dell Computer Corp. (DELL) 54 3/4: according to CNBC, Michael Dell says that company is again having a strong quarter; this follows last night's positive indications from Intel; company not due to report fiscal Q3 results until late November; for the October period, First Call consensus expects DELL to record a net of $0.27 a share, vs year-ago profit of $0.18 a share, adjusted for stock split.... Micron Technology Inc. (MU) 27 1/4: Gruntal & Co. upgrades memory chip maker from "hold" to "buy" with a $35 a share price target

To: phbolton who wrote (38399)	9/19/1998 11:21:00 AM
From: DavidG	Respond to of 53903

PH, I am not saying you're wrong, I was just asking where you got that information and if you could tell me the other suppliers. We can all guess about DELL's business practices but did they publish anything contrary to MU's claims? (3) why would Dell be so stupid as to use a single supplier? DELL pretty much only uses PC100 memory now and consistant, reliable, products are the key to their success so certainly only a couple of suppliers that make the High grade memory that is compatible with their INTEL motherboards. BTW I don't believe they use other than INTEL for CPU's and MOTHERBOARDS...you may want to check that out also. Good Luck Trading(hope you are on the long side of MU) DavidG