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To: Mark Fowler who wrote (99151)	4/5/2000 7:25:00 PM
From: H James Morris	Respond to of 164684

Mark, do you and Harmond believe in a mutual admiration society?

To: Mark Fowler who wrote (99151)	4/5/2000 9:35:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Dell Computer (DELL; $53 ?; B-1-1-9) 00E $0.90; 02E $1.15 ? The company just held a press conference in New York and we would like to highlight a few comments. ? Michael Dell confirmed that corporate spending returned to more normalized spending beginning in February. The spending has been accelerating as the quarter unfolds offering renewed confidence in the April quarter. ? The company also announced the introduction of PowerApp Appliance servers, which are low cost with price points typically under $2,000. The new servers dedicated function is to specific server appliances such as web serving, caching and load balancing. We feel that these servers are complimentary to Dell?s higher end PowerEdge servers and PowerVault storage apps. ? These new products help to round out DELL's product offerings in hardware offering in small and medium sized businesses, ISP, ASP and web hosting companies. ? DELL also announced a renewed focus on further penetrating the ISPs, ASPs and web hosting companies. On that note, DELL just won Exodus as customer on the web hosting side. ? There is an analyst meeting in New York tomorrow. (S. Fortuna) Bulletin United States 5 April 2000 Investor Support Group Intra-Day Special Call DELL Merrill Lynch & Co. Global Securities Research & Economics Group Global Fundamental Equity Research Department RC#11209624 Research Summary