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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: kaka who wrote (158190)	6/27/2000 5:13:00 PM
From: kemble s. matter	Read Replies (2) of 176388

Kaka, Hi!! And, what about the other words from the CNET release? RE: The shortages have led to higher component prices, which in turn are stabilizing average PC prices. PC prices appear to be rising slightly in the quarter, Dell said. Earlier this month, Dell vice chairman James Vanderslice said the company may boost prices on PCs for large customers if prices for memory chips rise as expected in the second half. The shortages have been caused in part by strong demand for PCs, which Dell said has continued during the traditionally weak second quarter. Or should we only dwell on the alleged negative? :o) Didn't he say they would "work through"...Same thing Robert Williams told me...If "ROBUST" is continuing (Schneider at the 1st CC mentioned "momentum strong") during this traditionally weak second quarter I'm inclined to believe we're above the tracking now...Using "ROBUST" Gary really says it all...Michael would not have mentioned this word again...(recall that one notebook I showed ya Saturday?.. :o)) BUY DELL We're having a great quarter.. Best, Kemble

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