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Technology Stocks : Dell Technologies Inc.

DELL 121.05

+4.9%

Feb 6 9:30 AM EST

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To: Patrick E.McDaniel who wrote (158184)	6/27/2000 4:59:00 PM
From: kemble s. matter	Read Replies (1) of 176388

Patrick, Hi!! RE: Kemble, component shortages in Q4 left a bitter memory for some Dell investors so such talk again is going to make some nervous. Discussed this with Robert Williams awhile back when the last "scare" of components arose during Mort's comments.. Robert told me that DELL was prepared this time to "guide" into another upgrade and add on situation which in his opinion would be to the benefit of the customer...Jim Schneider has recently noted that DELL is prepared this time to bill customers for the contracts that are completed and bear the financial strain of a possible shortage...If there wasn't a shortage DELL would be in trouble...Michael even mentioning the word "ROBUST" is what you and many others have drooled over for many years... Best, Kemble

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