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

To: John Hauser who wrote (119989)	4/22/1999 12:48:00 PM
From: D. Swiss	Read Replies (2) \| Respond to of 176388

John, I have a feeling we are at the start of another major run away Dell train run. GTW will blast away its earnings and Dell will go up in sympathy. This is an instant replay of last year where only the directs prospered while the indirect makers took the proverbial pipe. It goes without saying that a PC maker with inventory during a product transition (PIII) will have obsolete inventory over night. The directs, who have no inventory turn on a dime without skipping a beat. :O) Drew