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Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

Dec 2 3:59 PM EST

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To: Walcalla who wrote (147785)	11/22/1999 11:24:00 AM
From: kemble s. matter	Read Replies (1) of 176387

Hi!! RE: HI JD. Excellent article. RE:When SG Cowen/Datamation surveyed over 300 corporate IT users about which supplier they bought servers from, 30% bought from Compaq and 15% from Dell. But when Cowan asked which supplier they'd use in the future, Dell's number climbed to 18%, while Compaq, long the leader in servers, saw its number slip to 23%. Yes...saw that survey also...Immediately I visualized the size of Parmer...36 truck portals on each side..And mind you this is for servers only....And, then there is the "footprint" of Parmer already completed next door!! JD has been doing some sleuthing and I would estimate that DELL plans on doubling their server production soon...If not...Why build something that there is no justification for in the immediate future? One more reason why I believe we have an IBM deal soon...Way toooo much waaaaaaay tooo soon... Best, Kemble

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