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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: Mohan Marette who wrote (98724)	2/13/1999 12:30:00 PM
From: stockman_scott	Read Replies (2) of 176387

Great report Mohan!! Who are we going to TRUST?? I think I'll keep my large position in DELL and listen to Michael on Tuesday. I really liked some of these comments from the Goldman Tech Conference: <<At the Goldman Sachs Technology Investment Symposium in New York this week, Dell certainly didn't appear worried about sales. Dell said he expects 50 percent of the company's business to come from its Web site over the next two years. Currently, about 20 percent of sales come from the Dell site. "We can sell other things through the site," said Dell. "We are in the early forms of selling software and hardware components. There's lots of opportunity to expand, but that doesn't mean we'll be selling Furbies or Ginsu knives." The CEO was also confident about the company's chances in the high-end corporate market with its storage and server offerings. "We're off to a good start," said Dell. Goldman Sachs analyst Richard Schutte said Dell has been able to get corporate customers to trade up from desktops and notebooks to servers. "The model clearly works," said Schutte. Although Dell is facing incumbents, Dell said it has been able to land large contracts from the likes of General Electric and Ford. "Incumbents have advantages, but we're viewed as a sign of change," said Dell. The computer chief said he met with a large brokerage that wanted to change suppliers on concerns about financial upstarts such as E*Trade. "They are afraid that they won't get there with the old true blue solution," said Dell in a thinly veiled reference to IBM. >>

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