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Technology Stocks : Dell Technologies Inc.

DELL 137.49

+4.1%

10:53 AM EST

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To: Ed Forrest who wrote (148991)	12/10/1999 2:53:00 PM
From: jim kelley	Read Replies (3) of 176387

Re: Nile caution on Top end growth If there were only two months in a quarter, I would agree with Niles pessimism about top line growth. However, DELL's quarter ends in January not December. DELL has been somewhat constrained by the supply of Coppermine and Rambus components so far this quarter. However, it appears and DELL has stated that the supply problems have already eased and are improving weekly as INTC gets its yield up on Coppermine. Meanwhile, Samsung and some of the other DRAM suppliers are doubling up on production of RDRAM parts. So we may see DELL making its quarter top line growth with heavy January shipments. It is clear that the quarter is likely to be heavily back end loaded. Remember that most of the other PC manufacturers are batch oriented and to meet Christmas demand they must already have built out their inventory. Since the January quarter is usually light for the indirect manufacturers a considerable amount of component production becomes available for DELL. DELL will be the component suppliers best customer in January IMO. Food for thought....

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