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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Paul Engel who wrote (83179)	6/10/1999 1:13:00 AM
From: Barry Grossman	Read Replies (2) of 186894

Paul and thread: Level 3 wants to sell 'pickaxes' And other dispatches from PaineWebber conference cbs.marketwatch.com Dell Computer (DELL: news, msgs) Vice Chairman Kevin Rollins told fund managers he felt the company ''can sustain superior growth rates" and that with regard to second quarter performance ''we've seen that momentum continue frankly" from the first quarter. Rollins identified Dell's push into the higher-end service, storage and workspace market as well as its Internet strategy and international expansion plans as key growth drivers. In response to concerns about the current PC pricing environment, Rollins termed the pricing situation as "rational." He later explained "we don't see as much of the selling below what appears to be cost in the marketplace" and that competitors seem to be "backing off in terms of aggressive bids or list pricing." Rollins said Dell's win ratio in the large corporate sales space "appears to be sustainable" from the first quarter. Dell saw a slowdown in that area in the fourth quarter. See full story. Microsoft President Steve Ballmer dismissed talk that the PC era is coming to an end as ,"absurd." As the opening keynote address at the conference, Ballmer said he expected to see up to four PCs in the average American household over the next few years in addition to PC-like devices like Palm Pilots and cable TV modems that offer access to the Internet. However, he said he continues to be "cautionary" as to the impact of the Year 2000 computer bug problem on PC sales. Microsoft's (MSFT: news, msgs) vision for the next 25 years is to "give people and organizations the ability to do what they want, where and when they want on any device connected to the Internet," he said. The software giant is talking to content providers for its WebTV service, he said. Ballmer also said that some telecoms feel "hamstrung" by government regulations in their efforts to increase broadband services. "We hope to see things resolve themselves so we can see a lot of investment" in broadband. See full story.

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