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Technology Stocks : Dell Technologies Inc.
DELL 146.68-1.7%Nov 7 3:59 PM EST
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To: kemble s. matter who wrote (154597)3/5/2000 3:11:00 PM
From: rudedog  Read Replies (1) of 176387
 
Kemble - still moderately bullish I see...
re: MSFT announces a better than expected launch to W2K
MSFT was talking about sales of W2K at retail, not OEM sales... and DELL has had a remarkably quiet web site regarding W2K. I don't expect much of a W2K related pop in DELL sales, since their position is that W2K is an alternative to NT. Also, DELL has a high premium on W2K - $200. I would expect that their W2K sales are directly fungible with NT sales and not incremental.

I would be pleased to see anything which indicates that DELL will exceed their reduced projections for 2000 - hardly a "super year" in comparison with the past. So far I am starting to see some initiatives which indicate that perhaps the next few quarters won't be a disappointment, but nothing that indicates any big upside. Still nothing in consumer... the usual fast follower strategy in servers, no new storage initiatives... only the ASP hosting as an "out of the box" thing, and even that is right down the mainstream.

I can't argue with the recent rise in stock price, and perhaps, as Drew said, the "big boys" know something we don't. But I still see no data to support the notion that it is anything but "business as usual" at DELL.
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