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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 42.08+3.9%1:35 PM EST

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To: Sonny McWilliams who wrote (25407)2/10/2000 7:13:00 PM
From: Sonki   of 27012
 
sonny, and dell holders: just finished dell conf call.

dell beyond the box: non system rev: 16 % of total rev. growing at 40-50% rate
deal w. aol will hlelp.

future growth : 5% sequential growth. flaaat eps.

dell turned corner but will be a slow turn.

dont expect big rush to win 2k . New systems will be
purhased ( w. more memories etc) to accomodated win 2k later
this year. This will help dell now even if upgrades to w2k come later.
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rumors circulated that aol and .twx are shoring up their team of investment banks amid concerns a rival bidder may attempt to break-up merger
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