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Technology Stocks : Dell Technologies Inc.

DELL 149.13

-2.1%

3:59 PM EST

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To: kemble s. matter who wrote (155814)	3/31/2000 3:53:00 PM
From: Mike Van Winkle	Read Replies (2) of 176387

Kemble, re: I have no idea why this move was made but I can only assume they did what is best for DELL going forward... I have the highest regard for Tom Meridith and what he has done and is capable of. No one can compare to him in transforming Dell into a ROIC giant. Obviously, Dell IPO investments grew too large to be part time and were too important for the future to delegate. As I see it, this moves also enables Michael Dell to focus more time back on the core business (that many discount). It should also put a closer watch on seismic effects on memory chip spot market timing. The latest Europe management change is the big issue on my mind. Europe has been a flat tire on the Dell growth train for awhile. If it has been fixed, 2000 will hum. Michael might need to spend a little more time in Europe to make sure it is fixed. Best, Mike

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