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

To: Dorine Essey who wrote (147226)	11/12/1999 8:17:00 AM
From: Lee	Respond to of 176387

Dorine,..Re:.Kumar's remarks Ashok sounded very positive about Dell and going forward expects that the problems encountered with higher DRAM costs will be alleviated. Story in Nikkei confirms prices are coming down. [World DRAM Price] Spot Price of 64Mb DRAMs for Large Users Shows Down Trend nikkeibp.asiabiztech.com He also talked about Dell gaining market share globally from CPQ. Talked about run rates and global share. He said Dell's direction is heading more in the Enterprise business area with the help of IBM because commercial margins at the lower end are decreasing. Tried to find a transcript of his remarks on CNBC but none is posted. All in all, it was a fairly positive review.<g> (amazingly)<ggg> Cheers, Lee

To: Dorine Essey who wrote (147226)	11/12/1999 8:22:00 AM
From: BBG	Respond to of 176387

Did anybody take note of what MSD said when asked about DELL's bid-win rate? He said something like... "It's so good it makes you wonder what some of our competitors are doing out there..." <G> Could any management team have handled the DRAM price increases and LCD shortages any better than DELL did? I don't think so.. As soon as it became apparent that the situation in Taiwan was going to squeeze EPS and margins DELL immediately warned in a very honest and straightforward manner... The stock took a little hit but nothing dramatic... When earnings were announced yesterday everything was exactly as DELL said it would be... I think analysts, the street and most important investors appreciate the way DELL handled the whole matter... It's called honesty, it's called class... it's called excellent management... BBG