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Technology Stocks : Dell Technologies Inc.

DELL 149.95

-1.6%

3:41 PM EST

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To: Patrick E.McDaniel who wrote (156045)	4/6/2000 8:54:00 AM
From: GVTucker	Read Replies (1) of 176387

Patrick, RE: GV, I am not selling Dell. Your analysis is correct but misleading as it is coming off the Y2K problem and chip shortage problems Dell pointed out earlier this year. I never thought I would talk you into selling Dell. Rather, I am trying to better understand your (and others') stance. I don't think my analysis is misleading at all, given that: 1) for the current quarter, Y2K is not an issue at all; this would seem to me to argue that this would help growth, not harm; and 2) the chip shortage problems, at least according Intel, were an issue for the last 2 quarters (3Q and 4Q FY '00), not the current quarter, (1Q FY'01) and thus are not an impact at all on the analysis.

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