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Technology Stocks : Dell Technologies Inc.
DELL 143.25+3.2%1:00 PM EST

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To: kemble s. matter who wrote (153552)2/10/2000 6:04:00 PM
From: Sam Bose  Read Replies (3) of 176387
 
Hey Kemble,

Trust me, I'm thinking Very FAST! And SERVERS, and STORAGE, and Workstations. See Niles' comments on servers today:

Niles commented that it is important to note that DELL provides more servers to dotcom companies than even SUNW.

DELL now accounts for 40% of the growth in the server market; grew its market share here from 2% in 1995 to 25% for the recently completed quarter; Windows 2000 should spur them even higher

- beyond the box revenues are growing at rates over 40%/year

I can't believe I'm now depending on Niles and Kumar and Fortuna to pop this baby up more tomorrow.....what is this world coming to?!

Best Wishes,

Sam
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