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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: kemble s. matter who wrote (146319)	11/2/1999 3:53:00 PM
From: Duncan J Horn	Read Replies (2) of 176387

Kemble radiowallstreet.com This is a great technology interview on Vcall with Mike Murphy of the California Technology Letter. Dell is featured in several sections?a few highlights starting at (12:00 min) is his belief that IBM will transfer their computer manufacturing business to Dell and take a 30% equity position in Dell. His projection is that if this were to happen the stock would immediately jump to 60. He says that with the last two deals between Dell and IBM they have developed a strong trust factor and this is a natural progression allowing IBM to "concentrate on core competency and out source everything else". He is very bullish on Dell at this level stating that there are 450 million computers world wide today and sees 2.5 billion in 3 or 4 years with the major players supplying the bulk of them, Dell, Compaq, HP, expects Dell to double in 2 years. Rudedog He is also has some very good comments on Compaq. Edamo The 450,000 sq. ft "computer repair center" is going forward. I called the company that was given the contract and they said they were about to start construction and their goal was to have it completed and ready to start "building computers" by June 1st. Et al Looks like the web appliance is going to be the next push at the Comdex show with NEC and Compaq introducing their offerings.Compaq is playing this very close to the vest. Can't find the link but Compaq is having an invatation only unveiling, wonder if this is where Dell will debut the Webster. Cheers Duncan

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