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

To: Lee who wrote (124659)	5/14/1999 10:38:00 AM
From: Mohan Marette	Respond to of 176387

Lee:Oh I am always interested in this sort of thing as you know ,not too bad Lee a bit on the high side. I am busy this morning trying to pick up some bargain if I can find them,got three brokerage firms working for me at it,looking at AOL and INSP and some others. As for DELL,I want them to show me the money.<vbg>

To: Lee who wrote (124659)	5/14/1999 10:42:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 176387

Re: "Some of the acceleration came in high-technology industries," Wouldn't that be good for a company like Dell? TTOSBT

To: Lee who wrote (124659)	5/14/1999 10:53:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 176387

Lee, Check out the inventory numbers as well. Inventories were up 0.5% vs consensus estimate of 0.2%. So it would appear at first blush that the extra capacity utilization / business production was used to build inventories which should lead to deflationary pressures as companies try to get their inventories back in line. FWIW, Ian.