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


To: Joe Dancy who wrote (113349)3/29/1999 11:20:00 PM
From: edamo  Respond to of 176387
 
re:amy selner...

how can she be bullish on the semi equipment makers and cautious on the hardware companies...does she miss the concept of the supply chain...intc does not buy from amat new equipment to make chips that they can't sell to dell or cpq...a bit of convoluted logic on her part...ed a.