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Technology Stocks : Dell Technologies Inc.

DELL 142.00

-3.2%

11:11 AM EST

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To: rudedog who wrote (153650)	2/11/2000 11:31:00 AM
From: TTOSBT	Read Replies (1) of 176387

Re; "Over the last 2 quarters (well really over the last 2 years) DELL has grown their server and storage business VERY strongly - last Q (50+%)" rudedog I need your help in understanding things like these. Seemingly Dell has increased this business 50+% without Windows2000? They reported that their higher end B2B orders were effected by Y2K lockdowns. And they said that indications are good that re-ordering will start after February2000. Do you feel that many of these Y2K lock-downs are waiting for W2K release before re-ordering? Will this have any effect on that 50+% server business? IMO Dell is playing it safe with it's flat q1 guidance? Thank you, TTOSBT

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