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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: kemble s. matter who wrote (132173)	6/9/1999 8:26:00 PM
From: stockman_scott	Read Replies (3) of 176387

Kemble: Kevin Rollins was on CNBC and you are right.... He was working to set the record straight at the Paine Webber conf. today. Rollins claimed that the DLJ Y2K survey isn't reflecting the spending needs of all markets. He also claimed that DELL has said all along that the 1st half would be strong for the large corporate sector AND the 2nd half of the year would be where DELL experienced very strong sales in the small and medium business sector. Rollins also expects Institutional and Government spending around the world to be strong. He also claimed that the consumer market would accelerate sales later in the year. And Finally Kevin Rollins teased ANALysts that NON-PC revenues for DELL would become much more important. He told the Analysts and investors to watch this space carefully over the summer since DELL planned some new offerings...!! Hmmm...maybe some of our brainstorming will come to life <GG>. Best Regards, Scott

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