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To: John Koligman who wrote (91388)	5/25/2001 3:47:29 PM
From: Elwood P. Dowd	Respond to of 97611

Vanderslice apologizes: by: kurtep 05/25/01 01:47 pm EDT Msg: 236669 of 236687 Compiled from staff and wire reports Friday, May 25, 2001 Let's put it another way With all the rhetoric about the price war in the computer industry, Dell Co-President Jim Vanderslice found himself caught up in the heat of battle Wednesday when he told reporters: "This is going to be Bosnia. Our game is to go play hardball. Why not?" A day later, Vanderslice was in retreat, apologizing for the Bosnia reference in an e-mail to Dell employees. "I want to apologize to each and every one of you for my remark yesterday that compared a price war in the computer-systems industry to Bosnia. I make no excuses for that thoughtless reference to a horrible and prolonged war: I only offer my sincerest regrets and apology. View Replies to this Message

To: John Koligman who wrote (91388)	5/25/2001 3:48:30 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

MERRILL LINCH VERY POSITIVE ON MSFT by: dm12345as 05/25/01 02:36 pm EDT Msg: 236682 of 236687 Blodget positive on Microsoft By Julie Rannazzisi Microsoft (MSFT) lost 1 percent to $71.06 while the Goldman Sachs Software Index ($GSO) shaved 1.8 percent. Merrill Lynch analyst Henry Blodget said the software behemoth continues to perform well, with investors 'focusing on five reasons to own the stock: accelerating revenue and earnings-per-share growth, new product releases, a potential bottom in the PC cycle, fundamental strength relative to other tech bellwethers and a potentially more favorable regulatory environment. Blodget said he remains comfortable with second-quarter estimates of $6.5 billion in revenue -- a 13 percent year-over-year increase -- and earnings-per-share of 43 cents. Merrill also maintained its long-term EPS growth rate estimate of 10 percent. "At $71, the stock is trading at 35 times 2002 earnings-per-share of $2.00. We view this as a high multiple relative to the growth rate, but we believe near-term catalysts could cause additional multiple expansion," Blodget told clients.