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Technology Stocks : Dell Technologies Inc.

DELL 133.18

-0.1%

Nov 28 12:59 PM EST

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To: D.J.Smyth who wrote (157392)	5/26/2000 11:43:00 AM
From: Calvin	Read Replies (1) of 176387

Darrell, Seems to me that Dell uses 10K RPM drives in some Poweredge models. IBM Stock is down 1 «. Because of production problem of 10,000 RPM drive, according to DLJ. Is getting worse. Will most likely impact EMC, that uses the drive in one of its products. EMC is working with SEG to replace that drive in the new storage box, but Kevin McCarthy at DLJ says may not be able to meet the strong order demand. May be a shortfall in production, which could affect IBM?s quarter. netcognizance.com Calvin

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