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

To: jim kelley who wrote (150706)	1/7/2000 3:12:00 PM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Jim and all, I spoke to IR and here is what they had to say: Y2k issues and component availability was as they anticipated going into Q4. There weakness in their large accounts related to Y2K lock downs. However, that weakness was offset by strength in the medium account business. The ironic thing is that Dell's medium accounts are large accounts to GTW (which is where they had a problem). It would seem, on the surface that Dell took share from GTW in that segment (this is me speaking now). January will be the challenge, as to whether they are successful in negotiating up prices on large accounts to make up for the component price increases experiences in Q3 and take advantage of the falling component prices in January which will boost their margins. I hope this helps (FWIW). :o) Drew