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

To: calgal who wrote (160523)	9/9/2000 7:14:27 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Leigh, Hi!! RE: DELL COMPUTER, INC. (DELL) STRONG BUY Increasingly Confident in Dell’s Quarter; Continue to Think Overall PC Demand is OK We believe Dell’s* Oct. quarter is on track with expectations following our visit to Austin yesterday. We’d buy on the recent weakness. More broadly, we still can’t find evidence of a sudden slowdown in end PC demand. We’re increasingly confident any negative signals emanating from component supply chain reflect PC vendors’ over-ordering in last quarter’s shortage environment. Leigh, the key words here IMO are: "following our trip to Austin yesterday"...Has Kumar made the trip yet? Best, Kemble