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To: Frank Ellis Morris who wrote (139616)	8/17/1999 8:37:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

<<Someone from CNBC needs to find that prick at Merrill Lynch who just issued a neutral (on Friday last week) and put him on the air now and ask him why he was wrong. And to think little Edward Jones got it just about right. Where's all Merrill's money going relative to research? >> IMO, some of us do need to email CNBC and re-mind them to follow-up with this Merrill Lynch ANALyst. He should be held accountable. I love the ML ads for their online service. They talk about the advantages of getting the research straight from the company offering the service <G>. Pahleeeeeeeese.......How biased and reckless have they been over the years? I'm not speaking about all of their analysts but I really prefer objective analysis and multiple perspectives. At least with Schwab we get research from CS First Boston, H&Q and S&P and others. It's a good thing that folks are starting to realize that ML's research has A LOT of room for improvement. Best Regards, Scott

To: Frank Ellis Morris who wrote (139616)	8/17/1999 8:51:00 PM
From: TechMkt	Read Replies (2) \| Respond to of 176387

Some Conference Call highlights from Tom Merideth: -EMC is buying Data General (DG), a DELL partner, however DELL's deal with DG was structured to provide for a transfer of ownership. -Operating expenses stayed flat at 10.7% despite adding 3100 new people to the payroll this quarter. -Phase 1 of the Internet strategy complete. DELLTalk has 120,000 registered members. 95% of DELL's supply chain dollars flows through the Internet. -Phase 2 of the Internet strategy will focus on delivering web content to customers. Gigabuys will be upgraded THIS WEEK. Premier pages to follow. -DELLWare is up 70% YOY. -45% of systems sold to enterprise customers go through DELLware. Fez