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Technology Stocks : Dell Technologies Inc.

DELL 129.94

-6.2%

3:59 PM EST

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To: Boplicity who wrote (147090)	11/11/1999 8:07:00 PM
From: Sam Bose	Read Replies (1) of 176387

Greg, Michael Dell DID mention on the CC that the consumer side is expanding at a phenomenal 100% rate. Neither he nor Tommy Meredith said anything about the Tenn. expansion, but they did elaborate on Brazil, Ireland, and the fact that China is zooming. This was partially in response to an analyst's query on DELL adding 4,000 new people this quarter. Meredith laughed and explained that most of the employees added were factory/production workers, and the new factories in the above territories needed "warm bodies" to fill them! You're right however about the non-mention of revenue from gigabuys. Also, when asked, Michael Dell declined to offer specifics on the Dellnet.com ISP, and said the metrics were different between Europe and the US. Best Wishes, Sam

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