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

To: D.J.Smyth who wrote (158165)	6/27/2000 11:46:00 AM
From: kemble s. matter	Read Replies (3) \| Respond to of 176388

Darrell, Hi!! RE: Michael Dell Says Internet-Driven Growth Puts Technology Industry in Early Days of `Most Exciting' Period; Internet-Infrastructure Build-Out Plays to Dell's Strengths, He Says. . . Hey, is there anyone that hasn't figured out that DELL isn't the next DELL? Oooooh I forgot folks are waiting for a number... :O) Schneiders' comments about $1 Trillion dollar opportunity by 2003 and "imagine DELL being just 10% of that".... Don Collis telling us "fast becoming" premier internet infrastructure provider... "THE FUNDAMENTAL COMPETITIVE ADVANTAGES OF OUR CUSTOMER FOCUSED DIRECT BUSINESS MODEL ARE WIDENING" "THAT'S PARTICULARLY TRUE IN THE SERVER AND STORAGE PRODUCTS AT THE HEART OF THE INTERNET INFRASTRUCTURE" "We're relatively small in hosting, but they see our trajectory" Tim Maddox "We see in the third and fourth quarter a recovery there" Mort Topfer (Europe) "You should however model a higher level of gains for sales of investments going forward" "Our financing and other income line will approximate $100 million per quarter for the balance of the year" Jim Schneider 1st Qt. CC "FOR ALL OUR ACCOMPLISHMENTS OVER THE PAST 16 YEARS, WE BELIEVE DELL IS IN THE EARLY DAYS OF OUR MOST EXCITING PERIOD YET. THE BUILD-OUT OF THE WORLDWIDE INTERNET INFRASTRUCTURE IS WELL UNDER WAY AND SIGNIFICANT, AND PRESENTS A TREMENDOUS OPPORTUNITY FOR ALL OF US. WE TRUST YOU SHARE OUR CONFIDENCE THAT NO COMPANY IN OUR INDUSTRY IS AS WELL POSITIONED AS DELL TO SHAPE AND SUCCEED IN THE INTERNET AGE" 1/1/2000 BUY DELL Best, Kemble