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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: jim kelley who wrote (152489)	1/27/2000 10:56:00 PM
From: calgal	Read Replies (1) of 176387

Jim, Hi, Re: "But it is going to have to get through these processor, memory, operating system transitions and tight component markets before the full benefits of the direct model are fully engaged again." Are you confident that can be accomplished within time to hit the numbers for 1st Quarter Earnings? Since the 4th Quarter ends tomorrow for Dell, do you think that the situation is under control? My understanding of the Conference Call yesterday and TM's interview today, on CNBC, was that TM and Michael felt felt that the situation was under control and that Dell was on track for the calendar year 2000. Do you agree? Certainly, the upgrades today, from Niles and Fortuna were a sign that the Street agrees and sees Dell as a long-term buy. :)Leigh

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