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  • We recently sent out a survey, with the assistance of the Investor Relations Roundtable, to solicit feedback from the Institutional Investment community on DellShares, our Investor Relations blog site.  As we continue to improve, we want to ensure we are incorporating your feedback and making this site another valuable resource to learn about Dell.

    We received more than 70 responses with 60%/40% split respectively between institutional investors and research analysts.  Here's what we learned:

    • More than half of the respondents read our blogs/Vlogs and view this as an effective means of communicating.
    • There are still many folks out there that are unaware of our site.
    • You value quick-reads due to time constraints and convenience.
    • You prefer clear, concise messages around specific topics.
    • Some respondents are unable to view video blogs (VLogs) or have a preference to read this information vs. watching a short video.

    Well, we've considered this feedback in addition to other comments and will respond accordingly.  As a result, we are taking the following actions:

    • We will send an email blast on blogs and Vlogs posted going forward. If you are currently not on our distribution list and would like to be added, please contact us at investor_relations@dell.com.
    • Starting with our next Vlog, we will attach a transcript for those that are unable to view the video or just have a preference to read it
    • We have heard you loud and clear on topics to cover. We will be increasing the frequency of posts around other popular suggestions: new products/technologies, industrial/macro trends, and Dell's strategy.
    • For some of our Vlogs going forward, we will ask you in advance for questions you'd like answered and include in our discussion.

    Thanks for engaging!  We will continue to improve our blog efforts and commit to providing you relevant topics presented concisely going forward.  Please stay tuned for what's in store.

    Best,

    Rob Williams & Kristy Harris

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  • Beginning today and continuing through the weekend, members of our Investor Relations team will be hosting a booth at the World Money Show in Orlando, Florida.  The World Money Show is an educational conference designed for all levels of individual investing, from novice to seasoned investors.  The conference provides an opportunity for investors to learn new techniques and strategies for expanding their investment options and diversifying their portfolios.  In addition to an exhibit hall featuring over 150 booths hosted by world-class companies, the conference conducts workshops and symposiums to provide insight into the global investment marketplace.

    So why is Dell attending the World Money Show?  This conference gives us a chance to meet face to face with individual investors, who represent approximately 20% of our shareowners.  We enjoy the opportunity to hear directly from you, our current and potential investors, to answer your questions about our company and to show you some of our latest exciting products.  In turn, this provides you a chance to meet directly with company representatives and become more informed about Dell as well as other companies.

    We will be at the Gaylord Palms in Orlando - please stop by our booth.  We hope to see you there!

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  • As we move into the new year, the discussions and negotiations made during the course of the 2009 UN Climate Change Conference (COP 15) remain top of mind with government officials, NGOs and industry organizations converging on ways to address the physical and economic impacts of climate change.

     Dell attended COP15 to present IT as part of a solution to this challenge. I want to spend a few moments outlining the key priorities we as an industry should be focusing on to do our part. It's clear that as our environment becomes stressed, we need to be more efficient with limited resources to support our growing global economy.  This can be done if all industries work together in making two things happen:

     1. Electrify the entire economy: Many discussions at COP15 focused on the need for a 21st-century electric grid. Imagine a future where we charge our electric vehicles overnight with energy stored from distributed power arrays which can be tapped by the grid during the day to even out peak demands. The creation of an IT enabled next generation electric grid will speed the adoption of distributed renewable power while creating a platform for efficiency innovation.

    2. Decarbonize the power sector: A shift away from our dependence on fossil fuel-based power is essential to achieving a low carbon economy. The move to de-carbonize our electricity supply starts with energy pricing that includes the costs of greenhouse gas (GHG) emissions, increased renewable power purchases and investment to create green power capacity.

     I'm proud to say that Dell's goal is to strive to source all its energy renewably. Today, more than 26 percent of the electricity we use in our global operations comes from green power sources - and we account for the rest by investing to create additional renewable energy capacity.

     What does this mean for our customers?  Dell has shown how IT solutions like virtualization and power management can dramatically help our customers lower their costs while at the same time increasing their productivity. Our industry must work together to build on these ideas by finding integrated solutions which ultimately do more than just reduce electricity costs and associated emissions, but also help the most environmentally impactful industry sectors operate more efficiently to reduce their direct impacts.

     Overall, I was encouraged by Dell's industry peers and key stakeholders at COP15 who are working toward the same goals as our own organization to promote IT as a solution. My hope is that 2010 will be the year where we accelerate our progress toward a low carbon future: where national and international policies converge to set a realistic price on carbon and create incentives for efficiency.  Dell's goal is to expand our global green power use, with renewable power in our APJ operations as we've done in the Americas and in EMEA.

     Climate change is real - and while some disagree about how or if we can make a difference, it's clear that if we all work to become more efficient we'll save money, preserve resources and be more productive.

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  • The 2010 International Consumer Electronics Show (CES) has officially come to a close and was a tremendous success for both the overall industry and Dell. A record number of new exhibits, over 2,500+, were hosted by some 300 companies to display over 20,000 new products. In addition to the cool new gadgets, CES also featured over 800 expert speakers who covered a range of industry topics from social media to driving technology policy.

    Dell hosted 200+ meetings with customers and suppliers at this year's CES. The events included speaking engagements by Michael Tatelman, VP CSMB Retail & Distribution, at the JP Morgan technology forum and Credit Suisse retail conference along with an investor reception hosted at the Dell Suites by Dell management. Throughout the conference our events resulted in significant media coverage for Dell and reflected our continuing efforts in consumer.

    Several new consumer products were announced by Dell at CES. Dell's expanded relationship with AT&T, the Mini 3 and our consumer laptops were all showcased at CES and generated significant buzz. One of the new products revealed, the Dell Alienware M11X, took home a coveted CNET Best of CES award. Clearly, the consumer products on display at CES reinforce our efforts at Dell to create innovative and best-in-class products that enhance mobility and support a connected lifestyle. 

    Dell's commitment to the consumer space is evident not only in our exceptional products but the significant milestones we've passed since starting the journey over two years ago. Since refocusing our efforts in consumer, Dell has expanded and increased our retail business to 50,000+ doors on a global basis.  Overall, it has been an exciting year for Dell and our efforts in consumer products.

     The consumer technology industry has also seen a great year in terms of the number of innovative new products announced. The advent of 3-D TV, all types of new Smartphones, along with touch screen devices in tablets and netbooks are just a few of the exciting technologies that were on display at CES and will be coming to consumers this year. With all of the changes going on in the industry and in consumer at Dell, make sure to stay tuned for more announcements on dell.com...

     

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  • Starting today and continuing through Friday, we are attending the 2010 International Consumer Electronics Show (CES). CES is the world's largest consumer technology tradeshow, reaching across the globe.  Featuring 2,700 vendors from over 140 countries, CES is famed for presenting new technologies before they hit mass production.

    For Dell, CES is an opportunity to showcase our products and the teams that create those products to the global consumer technology industry. In prior years, Dell has used CES to announce a variety of products including our Studio XPS laptops and desktops. The resulting coverage from the CES launches generated significant buzz, surrounding our consumer products and business.

    So what's in store for Dell at CES this year? While we can't give away the details here, look for upcoming press releases and announcements.  Until then, we can express our excitement for many of the accomplishments that reflect our efforts to continue to create innovative, best-in-class products, including the numerous consumer product awards received over the past year (over 50 design and 150 review awards).  At Dell, we're committed to developing new products that extend the mobile experience for customers on the internet and support a connected lifestyle. Make sure to stay tuned to dell.com and CES for any new announcements.

    We hope to see you at CES...

    Best,

    Rob

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