Michael Dell Strong Quotations

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.

Our strong results continue to differentiate us from our competitors, several of which are attempting to imitate aspects of Dell's unique direct business model. We believe that our customers around the world recognize the Dell difference and increasingly appreciate the benefits, stability and strength of our direct model,

We believe there is a strong commitment at the highest levels of government, now we need to make it happen.

A lot of the larger customers are looking at the end of February before major rollouts start taking place. We don't know exactly at what rate the turn-on is going to go, but it looks like February is not going to be tremendously strong for the industry.

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.

Gateway experienced a rather strong year-over-year decline; our cost-structure advantage is quite significant; and our consumer business is not only quite profitable, but growing rapidly, ... Our advantage there appears to be expanding.