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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Boplicity who wrote (127690)	5/21/1999 4:04:00 PM
From: John Koligman	Read Replies (3) of 176387

In some ways reinforced by Intel's recent moves into home networking, buying networking chip firms, and charging one of their highly regarded execs (Parker) with building a 'server farm' business. Also the move into higher end computing via Merced. Also by the resurgence of IBM and big iron (although I do seem to recall you saying IBM is 'too slow' and 'it is over for them' <ggg>). Final example would be Sun, and the benefit they are deriving from the internet via large servers... Regards, John

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