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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Calvin who wrote (156905)	5/11/2000 9:44:00 AM
From: kemble s. matter	of 176387

Calvin, Hi!! RE: "We will do what it takes," said Gerstner, referring to the company's PC business. "We won't allow it to be a continuing drag on the business." The only real question is how long IBM will be patient with the PC business. Gerstner didn't detail the extent of losses on the PC business, but it's clearly in the red. IBM's PC business has been disappointing for several quarters. The PC business certainly isn't "one of those glorious high cash flow businesses," said Gerstner. This is precisely what I've been hearing for well over a year...IMO it is happening in pieces...Recently I was told that a hub for IBM parts for their service contractors (Mechanicsburg Pa.) was DELL.... :o) Obviously the cooperation between the two is something that is occurring more and more frequently...And, the DELL business in the NYC area must be doing very well...Recently 60 more have been trained to DELL's specs (yes, DELL's specs!) Sooner or later they'll come along... Best, Kemble

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