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Technology Stocks : Dell Technologies Inc.

DELL 130.90

-5.5%

2:45 PM EST

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To: kemble s. matter who wrote (138077)	8/2/1999 1:58:00 AM
From: Sam Bose	Read Replies (1) of 176387

Hi Kemble! Finally getting a chance to get back to you; was away all weekend in San Francisco without my trusty Inspiron 7000! FAST is awesome! I remember our long conversations well, not just at the Arkansas barbecue, but in Bachman's suite, and all over Austin! A well-tweaked DELL-FAST combo can easily give Yahoo and Alta Vista a run for their money, I have no doubt. Its all a step in Michael's vision of hooking up the world. Incidentally, while driving back into LA tonight I was listening to a all-news station when Bloomberg business minute came on, and guess what they reported on for the full minute: last week's IDC data repeating again that DELL is statistically neck-and-neck with Compaq and poised to take over. The reporter stated that the reason was pretty simple: DELL has never taken its eye off its business model. This stuff we know already of course, plus its old news, but I could care less; it was nice to hear it all over again! Best Wishes, Sam

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