Michael Dell Industry Quotations

Based on what customers are telling us, we expect sequential industry growth to follow historical trends, Y2K notwithstanding,

Our investments in these companies will accelerate their development, and allow us to continue to lead the industry in computing and services for the Internet,

Our second-quarter results and expectations for strong industry demand in the second half of the year keep us on track toward our goal of 30 percent full-year sales growth. There remains tremendous room for expansion in all product categories, customer groups and regional markets, and the fundamental advantages of our direct model are more compelling than ever.

We see a healthy industry in the year ahead, ... Major demand drivers, including processor transitions and component cost reductions, remain solid, and consolidation is separating top companies such as Dell from the rest of the field.

We feel quite comfortable with that forecast, ... Some in our industry have become more aggressive in their predictions and I think if they are right, Dell would benefit from that as much as any company.

Current softness in industry demand and profit margins is not a secret, ... But in this environment, the differences between Dell and other major companies are compelling.

The old industry approach was proprietary technology and vertical service solutions, ... Customers now universally reject these notions.

As we come to the end of the calendar year, industry conditions remain healthy, ... Processor and operating system transitions and component cost declines continue to position our industry for strong customer demand.