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

To: TTOSBT who wrote (154423)	2/29/2000 10:42:00 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Hi!! RE: Am I incorrect in this view? Your point concerning RMBS and the possible orders is my immediate thought....Margins must be up on these...We know that this shortage was a real problem for DELL during the last quarter....I'm sure that investors will come around to where all these chips are going... I'm patiently waiting for the first announcement on service from DELL...IMO this out of box revenue growth has the greatest upside potential for earnings...Of course the global upside is something no one can really put a number on...So, it will be interesting long term to see what numbers DELL can pull from these two areas... Best, Kemble

To: TTOSBT who wrote (154423)	2/29/2000 11:20:00 AM
From: Sig	Read Replies (3) \| Respond to of 176387

TTOSBT: Re Rmbs: I am a late-comer to Rmbs.Bgt some this morning. Playstation 2 will be out on the market on Mar4 and uses Rmbs. Expect to sell 1mm units in first two days so would use a lot of chips. Then also, Dell contracted to take the full output of one Rmbs manufacturer last fall but the defective Intc product could not handle the rdrams. But now the problem has been fixed and Rmbs may have a bright future. Dell still has around 180MM shares left in their buyback program and has about 75 mm working 'in the mill' to buy back at specific prices. Overall it amounted to 1 bil shares of buyback considering splits. So I consider buy back capability is still huge and Dell probably working on it behind the scenes. ( The figures are from memory but can be checked in the 10Q forms Sig