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Technology Stocks : Dell Technologies Inc.

DELL 126.41

+2.8%

Dec 19 3:59 PM EST

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To: Brian Malloy who wrote (124469)	5/13/1999 4:07:00 PM
From: David Harker	Read Replies (1) of 176387

OT - IBM You guys misunderstand. IBM is saying (I believe) that 25% of their sales is "related to e-business" via services (helping other companies set up thier own "e-business") and hardware/software sold to those same other companies, when that HW/SW is to be used as the back-end of that "e-business". Lou is saying "we provide lots of plumbing and help" related to e-business being done by IBM's customers. I don't think they are claiming to gain 25% of their revenues thru selling stuff over IBM's own internet sites. I work at IBM as a software engineer so know a bit about IBM's goals, etc - but of course I can't speak for Big Lou... :-) BTW, just bought more dell, 5th time in last 4 months, adding to my LT holdings from early '98...

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