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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

3:59 PM EST

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To: kemble s. matter who wrote (150644)	1/6/2000 11:00:00 PM
From: TTOSBT	Read Replies (1) of 176387

Don't Sweat Gateway's Fourth-Quarter Troubles It's likely that GTW's problems are company-specific. Meanwhile, demand for PCs remains very strong By Megan Graham-Hackett, S&P Computer Hardware Analyst personalwealth.com Opportunity knocks How does an investor play this? The take-away here is that PC demand remains very strong. Any selloff on investor panic is, we believe, a good buying opportunity. Intel has been quite public declaring that although its Pentium III production ramp is the steepest in its history, demand is simply outstripping supply. PC unit sales are up 24% for the first three quarters of '99 -- the strongest pace since 1995! This during a year that was expected to yield unit growth of about 15%. And since Y2K may result in pent-up demand pushing up first quarter earnings estimates for 2000, we believe computer hardware makers could witness upward momentum in their shares as investors shift focus to Q1 2000 earnings. Given the accelerating demand for computer hardware -- and the short-term nature of the component supply and Y2K speed bumps -- we continue to recommend accumulating both Gateway and Compaq. And we have (buy) recommendations on IBM, Dell and Sun Microsystems (SUNW), which has achieved healthy penetration in the Internet infrastructure space. personalwealth.com In Dell's (DELL) case, the company has a more diversified customer base than Gateway, is less dependent upon the lower-end segment of the PC market, and has done a better job than Gateway in capturing market share outside the U.S. Also worth noting: we believe Gateway may have recently ceded market share to Compaq in two key markets -- consume TTOSBT

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