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Technology Stocks : Dell Technologies Inc.
DELL 130.49+0.4%Dec 15 3:59 PM EST
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To: Chuzzlewit who wrote (148509)12/4/1999 6:07:00 PM
From: Sig  Read Replies (1) of 176387
 
Hi Chuzz:
It appears from the news that Web use and on-line sales
will exceed the most optimistic expectations.
One site tripled their servers and then quadrupled them a
week later.
One site processed 1 mm orders in the past month.
The NASA Mars site is jammed, opening 20 extra URL's
or more to accommodate traffic.
And generally the Web is running slower. ISP's unreliable
Conclusions:
1. This Christmas season will define the winners- those ISP's
that are willing to spend to handle the traffic, and those
companies prepared to handle many on-line buyers
2. YR2K problems are forgotten-(temporarily) in the rush to get on-line
3. Servers will be the big requirement, and I can't think
of any company more flexible than Dell to provide those
on short notice. Even if there is a short supply of
the hottest INTC chips, it is possible buyers will
accept slower models to keep business going until the shortage clears up.
4. Computer component shortages ,especially the fast chips and large screen LCD's, can be looked upon as a positive for the industry. (Demand exceeds supply, desire for latest technology with better ASP)
5. Donnies comments on Austin activities supports an assumption that Dell is very busy.
Altogether Dell quarterly revenues should exceed the estimates,
but margins remain mystery.
Sig
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