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Technology Stocks : Dell Technologies Inc.

DELL 126.01

+4.2%

Feb 10 3:59 PM EST

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To: Mike Van Winkle who wrote (158203)	6/28/2000 1:45:00 PM
From: kemble s. matter	Read Replies (2) of 176388

Mike, Hi!! RE: Dell needs the right processors from Intel to realize the growth that they could achieve. My doubts are not in what Dell could do, it is in their constraint from Intel production capacity and yields. I was starting to feel that Dell was going to handily exceed the analysts' estimates but M. Dell brought the reality of the situation back in view. As I see it Dell will only get their share of the production, and I think it will just enable Dell to meet the street. I will look for the analyst back room information published late to see if there is trouble, but at this point this supply news would have have been old to them. What specific component "shortage"? Perhaps they are getting all the components they need for the servers...Perhaps it is the shortage in some other desktop or workstation...but, just perhaps they will be able to "work through this" which they also mentioned... WEBHOSTING hitting 6,000 new customers in two months is a 300% increase alone...with a full five weeks yet to go in this 2nd quarter....I like what I'm hearing... Best, kemble

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