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Technology Stocks : Dell Technologies Inc.

DELL 127.80

+1.5%

Jan 2 9:30 AM EST

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To: D.J.Smyth who wrote (164800)	4/18/2001 11:13:50 AM
From: kemble s. matter	Read Replies (1) of 176387

Hi!! RE: a next market transformation is the move from 32 to 64. by some estimations bigger than Y2K multimedia applications significantly increases the need for increased millions of operations per second. today's systems are comparatively slow to the delivery of the next generation from Dell, coming this fall. IYO what chance do you think this may have played in the mind of that single acquisition of 2000 contracts (50's) for Oct.? My father spotted this in Barron's this weekend and was very curious why someone would put that $$$ up front when the stock was @27...IT spending is vital to their existence...that's a given...Would you mind expanding on this next generation... Curious... Thanks!! Best, kemble

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