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

To: grogger who wrote (144067)	10/7/1999 4:05:00 PM
From: D. Swiss	Read Replies (2) \| Respond to of 176387

Dell Computer's Michael Dell on Taiwan Earthquake: Comment Bloomberg News Oct 7 1999 3:03PM ET Austin, Texas, Oct. 7 (Bloomberg) -- The following are comments from Dell Computer Corp. Chairman Michael Dell on the impact of Taiwan's earthquake on the supply of personal computer parts. He was speaking at the company's analyst conference in Austin, Texas. Dell Computer, based in nearby Round Rock, Texas, is the biggest direct-seller of personal computers. Michael Dell visited Taiwan last month and met with the company's suppliers there. ''It was not nearly as bad as I might have thought it would have been. The time frame under which these companies were able to recover was a whole lot shorter than we would have thought. ''We believe Dell is a preferred customer of these suppliers and is in a wonderful position to exert pressure to ensure supply in a supply-constrained environment. We're able to use our leverage with these companies across a broad range of products to ensure supply. ''We believe that we did get commitments from our vendors to support us. I feel very, very good about the long-term environment, and I don't believe the short-term environment will be one that has a major disruption to our business. We're feeling quite good about how we've come out of this situation.'' On notebook computers and the shortage of LCD screens: ''We are constrained more by LCDs than by an earthquake in Taiwan.'' On other components such as video chips: ''We're going to squeeze out the little guys, and we're going to get the parts we need.'' On the fiscal third-quarter: ''I think we're going to do OK. All of the things we've seen so far seem to be addressable through supplier leverage.'' On Dell's ability to divert demand for components that are in short supply: ''Our flexibility here is much, much greater than others. I'd be very surprised if we didn't come out of this a whole lot better than our competitors. This is going to affect everybody.''