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Technology Stocks : Dell Technologies Inc.

DELL 126.37

-0.7%

3:31 PM EST

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To: stockman_scott who wrote (99198)	2/14/1999 4:28:00 PM
From: posjim	Read Replies (3) of 176387

Let me share few of my notes from Mondays talk by M.Dell at the Goldman Conf in NYC: 50 per cent of online sales, DELL "We are having a great year in 1999", M.Dell "international growth..Japan sneaking up, demand increasing big" "Saving money, tech support online, saves $3 to $8 dollars per call" wireless will get big in the next few years..biggest DELL cust..uncle sam.. just a few points..and when someone asked him why we have to wait so long after CSCO earnings release to get DELLS, he laughed, and said, "good question, think I will check with my cfo and find out why" I saw nothing that even hinted of a lower than expected quarter.. "We are growing 50 to 60% a yr, so, we are just dealing with what is in front of us" :) hope this is comfort to longs :)

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