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To: Amy J who wrote (95308)	1/7/2000 3:18:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Amy - Re: "Why hasn't Dell reported any shortage problem, assuming there's a shortage/allocation situation such as you describe below: " Why are there Bill Clintons in this world as well as Colin Powells ? Some people are honorable and bear responsibility for their own actions, and others just blame the easiest target that will get them the most mileage. Paul

To: Amy J who wrote (95308)	1/7/2000 8:43:00 AM
From: GVTucker	Respond to of 186894

Amy, RE: Why hasn't Dell reported any shortage problem DELL historically hasn't promptly reported any problems, hoping instead that its tremendous growth covers up any issues. And that has worked pretty well. The first chink in this armor was last quarter. Note that DELL had an analyst meeting and assured analysts that the quarter was fine, even though there were some rumors otherwise. A week later, only eleven days before the end of the quarter, DELL warned when it became apparent that growth couldn't cover the problem this time. DELL's still got 23 days left to the quarter. Management probably feels like there's still a chance.