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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Dalin who wrote (123065)	5/7/1999 11:20:00 AM
From: ForeverDell	Read Replies (3) of 176387

MICHAEL DELL INTERVIEW: CPQ and 5fer: Not a CPQ problem. Weakness. What Weakness. business Solid. CPQ specific issue. Server/WS/Internet fueling growth Doing quite well May create opps with CPQ debacle. Will go after that biz DELL growing faster than market. Best performing co in sector with revs and earnings. Will have to see when we announce earnings whether people will be overjoyed. Don't change outlooks on co. We are well positioned to grow quickly Margins will benefit from lower component costs. But will have to sell more units to get more revenue. Customers more comfortable with Y2K.. 2d half of year will see strength in goverment and small biz. and consumer biz is going great

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