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Technology Stocks : Dell Technologies Inc.

DELL 160.15

-1.1%

9:30 AM EST

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To: calgal who wrote (156014)	4/6/2000 8:37:00 AM
From: kemble s. matter	Read Replies (1) of 176387

Hi!! RE: "Dell's e-commerce capabilities have changed the perception of how business over the Internet can make companies more efficient," said Steve Felice, vice president and general manager, Dell "E"xpert Services Group. "An increasing number of customers have asked Dell to share its e-business expertise with them. The partnerships we have established will allow Dell to advise thousands of customers on some of the best methods to build an e-business. Dell's services portfolio now spans from e-support to e-consulting, serving medium-sized companies to some of the world's largest enterprises." Leigh, I believe the reason why Michael quoted $10b at the shareholders meeting and Kevin Rollins has stated a number far larger is because this explosion outward of the internet is something no one can predict...Let's not forget that the original IDC numbers predicted B2B as being a total package of 1.4 trillion by 2004...and when they finally upgraded this statistic (I believe around Thanksgiving this year) they upgraded it to $7 trillion!! The services here that DELL may be staring out are something that will significantly changed the earnings picture in the very near future...I can also remember Sig's remarks to some comments we were discussing where he reminded everyone of the math involved if Kevin Rollins' statements are just the norm for a DELL prediction.... Perhaps Tom Meredith's comments about "just getting started in here" are more and more telling with each service area that DELL appears to be setting up for corporate America... Best, Kemble

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