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Technology Stocks : Dell Technologies Inc.

DELL 133.72

-1.7%

12:14 PM EST

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To: kemble s. matter who wrote (132492)	6/12/1999 1:40:00 AM
From: Sig	Read Replies (2) of 176387

Kemble: A few dreams about Dell and Y2K -pure speculation. August 1999: 60% of the small businesses using a 120 day cycle find they have difficulty placing or fulfilling orders for Jan 2000. Service reps contracted thru Dell are called in to fix the problem. Service calls go up 25% for the month.Dell makes arrangements to add one additional service provider. Small business Computer sales increase 10% mo/mo Sales of Zip drives from Dell increase 25% /mo/mo as companies find it nescessary to store HD info while making computer/ software changes. Sept-Oct 1999: Small businesses on a 90 day cycle find the same problems as above but there are more of them making decisions as to whether to change software or buy new computers. Some decide to do both. Computer sales by Dell to small businesses increase 20% mo/mo with another increase in sales of storage devices. 500 more employees are added to the 1000 already working at the leased Tennessee facility. Completion of the first building at the new plant is expedited and new recruitment and training classes begin so two shifts can be implemented when needed. Service calls (to test/fix Y2K problems) arranged thru Dell in all business segments rise by 50% over the July period. So there may be only one or two grains of truth here, but IMO Dell will be so busy building and delivering products they will still be facing the situation as for many past years that is- to keep up with basic demand. Gigabuys and ISP's can be the frosting to top it all off. Can people still ask why Mikie smiles a lot?? Go Dell Sig

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