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Technology Stocks : Dell Technologies Inc.

DELL 135.36

-0.5%

1:52 PM EST

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To: D. Swiss who wrote (157407)	5/26/2000 9:58:00 PM
From: kemble s. matter	Read Replies (1) of 176387

Drew Hi!! RE: Kemble babes, Rob told me essentially the same thing today. When I asked him about the Intel supply shortage he responded "what supply shortage?". He also agreed with the GTW guidance that there would be upward pressure on PC prices due to high demand and short supply. He also "reminded me" that INTC has concerns with regards to their guidance...That is DELL keeps them informed exactly as to the need going forward...You know..They call it e-commerce today...But, surely we have cooperation from what I have gathered...Just perhaps Craig Barrett is keeping DELL's loyalty in mind.. :o) Also he mentioned that if they come up short with let's say an 800mhz chip that the consumer wants there is "plenty of 850mhz's which we can throw at them with let's say a upgrade of a Trinitron for an extra $50"... Sounds like a deal I'd take Drew babes.. BE DIRECT...it pays huh? :o) Best, Kemble

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