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Technology Stocks : Dell Technologies Inc.

DELL 138.80

-2.7%

Nov 11 3:59 PM EST

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To: TigerPaw who wrote (152289)	1/27/2000 12:03:00 AM
From: Patrick E.McDaniel	Read Replies (5) of 176387

TP, I played the conference call again and picked up more details I missed on the first pass. Dell production was as expected in the Home and Small Business markets. The problem on the demand side was in corporate accounts not restarting orders. Part of what hurt Dell was a shortage of the 450MHz Chips so Dell bought 500MHz chips and ate the difference eating into Gross Margins. The lingering issues are restarting corporate ordering and supply issues of RDRAM and 800MHz chips. Both RDRAM and 800 MHz chips are on the top end of margins so how these ramp up will say a lot for Q1. Pat

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