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To: Ian@SI who wrote (9329)	10/18/1999 5:51:00 PM
From: Wally Mastroly	Respond to of 15132

Ian, EDIT-DELL headlines on the bus wire - I think there is a conference call going on? Sounds like a mixed bag? www2.marketwatch.com 17:41 [DELL] DELL SAYS CURRENT CUSTOMER DEMAND CONSISTENT WITH 1ST HALF GROWTH-DJ 17:40 [DELL] DELL REITERATES STRONG DEMAND FOR PRODUCTS-REUTERS 17:39 [DELL] DELL SAYS LATEST MEMORY PRICE BOOST HIGHER THAN EXPECTED-DJ 17:38 [DELL] DELL SAYS Q3 RESULTS TO BE HURT BY RISE IN MEMORY PRICES-REUTERS Wally M. Initial CNNFN.com headline/summary reads like a profit warning: cnnfn.com Dell profits to feel pinch Dell Computer said higher-than-expected increases in memory prices are likely to affect third quarter financial results. Wall Street had expected Dell to report a profit of 20 cents a share in the third quarter up from 14 cents a share a year ago.

To: Ian@SI who wrote (9329)	10/18/1999 6:28:00 PM
From: Wally Mastroly	Read Replies (2) \| Respond to of 15132

Some details on the DELL evening story: dailynews.yahoo.com - An excerpt: >Dell, the leading direct distributor of personal computers, seeks to use tight, ''just-in-time'' component procurement in order to wring efficiencies out of its supply chain and pass along what are typically falling electronic component costs in the form of lower PC prices to its customers... However, in this instance, the strategy appeared to have exposed the company to a sudden spike upward in memory prices....<