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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Calvin who wrote (141891)	9/10/1999 9:51:00 PM
From: Calvin	Read Replies (1) \| Respond to of 176387

PRUDENTIAL SECURITIES EQUITY RESEARCH PREVIEW ENTERPRISE/DATA STORAGE TOUR SEPTEMBER 13-15 Subject: PC/DATA STORAGE INDUSTRIES COMPUT DATA STORAGE INDUSTRY Current: HOLD Analyst: Kimberly Alexy (212) 778-1049 Prior:Andrew Saland (212) 778-8591 Risk: High o Next week, we will be hosting our 3 rd annual data storage tour in Silicon Valley on September 13-15. o Participating companies include EMC, Sun Micro, HP, Dell, Network Appliance, Auspex, Legato, Adaptec, Quantum DSS, Quantum HDD, Seagate, Maxtor, Komag, and HMT. o For the enterprise storage vendors, we expect to review overall demand trends, discuss visibility into Q4 and 2000, compare/contrast NAS vs. SANs and review relative competitive positioning and market dynamics. On average, we believe overall growth trends remain strong for the enterprise storage companies and expect discussions will be positive in tone. o For the disk drive and component suppliers, we expect to discuss current industry demand and pricing conditions, the outlook and timing for an industry recovery and key growth trends for the future. We believe that OEM pricing remains very aggressive and that while Q3 estimates may be on track, Q4 estimates may prove overly optimistic. We see no signs of OEM price easing and believe the recent rally will prove short-lived.