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Technology Stocks : Dell Technologies Inc.

DELL 118.94

-1.7%

9:38 AM EST

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To: edamo who wrote (162954)	11/30/2000 1:56:55 PM
From: stockman_scott	Read Replies (2) of 176388

Robertson Stephens on the PC Sector...fyi... PC Industry Overview Eric Rothdeutsch, Semiconductors/Computer Hardware <<"More evidence materialized yesterday on PC industry weakness with data released by market data service NPD Intellect showing that total October PC unit sales in the distributor, retail and mail order channels declined 13% year-over-year," said Rothdeutsch. "In our opinion, this is below even sharply reduced expectations for industry growth. We continue to remain cautious on all PC and PC component suppliers given what appears to be a very weak holiday season for PCs.">>

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