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Technology Stocks : Dell Technologies Inc.

DELL 133.75

+2.5%

3:59 PM EST

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To: kemble s. matter who wrote (158538)	7/13/2000 11:33:15 PM
From: Patrick E.McDaniel	Read Replies (2) of 176387

Kemble, analyst thoughts on GTW and Dell. The key to this report is that these numbers were achieved despite component shortages from INTC. Since INTC plans to increase capacity, we should see good acceleration from p.c. companies. DELL and GTW are gaining market share in their direct business. Overall, p.c. business has been good and corporate business has been improving. netcognizance.com Pat

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