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

To: edamo who wrote (165316)	5/11/2001 2:33:15 PM
From: D.J.Smyth	Respond to of 176387

edamo, i believe you're referring to MD's comment as follows on May 9: Dell told reporters at a news briefing that he sees a PC replacement cycle gathering steam toward the end of this year, possibly ending a slide that started last year as the dotcom bubble burst and Y2K buying ended. ``If you fast forward three years from the second quarter of 1999, you get to the second quarter of 2002, which is about the replacement cycle for all those machines installed for the anticipation of the year 2000,'' Dell said. He said how and when the replacement demand would kick in was difficult to predict, but added, ``I would be surprised if we don't have reasonable (industry) growth for the fourth quarter (of 2001) and the first quarter (of 2002).''