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Technology Stocks : Dell Technologies Inc.

DELL 133.75

+2.5%

Dec 16 3:59 PM EST

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To: Sig who wrote (168625)	2/4/2002 11:48:44 AM
From: kemble s. matter	Read Replies (2) of 176387

Sig, HI!! Was warming the diesel up the other morning so I turned the radio off and read this article again... fortune.com What caught my attention was this line: Wouldn't mind knowing your thoughts here: . "Michael Dell says the case for a second-half recovery is simple: "You've got 150 million computers that are over three years old, 45 million of which are in the large corporate-account sector in the United States of America, where Dell has about 40% market share. If we capture our 40% share of those 45 million, that alone would be 18 million units--which is what people expect us to do for the entire year." Best, Kemble

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