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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (132175)	6/9/1999 8:37:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Noteworthy from 'Paine [in the ass-et] Webber conference. scott: Interesting tidbits from the conference,I like it so far.Wonder what they got planned for the summer. =============== Dell's gross margin on peripherals, the percentage of sales left after subtracting production costs, is now 38 percent, compared with 31 percent a year ago, Rollins said. He told the managers to ''watch our activities throughout the summer'' for additional contracts with peripherals makers. ........ Rivals, which Rollins didn't name, ''are backing off from the aggressive pricing that we have seen'' because they need to make money, he said. ............ Dell ''picked up very good momentum in the first quarter and we've seen the momentum continue,'' Rollins told about 500 money managers at the PaineWebber Inc. Growth and Technology Conference in New York. Rollins said Dell's sales for the period that ends July 31 are being bolstered by better performance in Europe and ''exploding'' demand in China. He declined to give specific forecasts for sales or earnings.......

To: stockman_scott who wrote (132175)	6/9/1999 10:24:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

WEll come to DELLnet UK. (More on DELLnet) Scott: A bit more on the DELLnet thing. ========================= dellnet.excite.co.uk Dell serves up free Net access in Europe By Mary Lisbeth D'Amico InfoWorld Electric Posted at 7:02 AM PT, Jun 9, 1999 Dell Computer on Tuesday said it will begin offering free Internet access across Europe. Dell has already launched its new service, which it calls DellNet, in the United Kingdom, and will launch the service over the next month in France and Germany. The U.S.-based computer manufacturer also plans to offer DellNet in other European countries, according to a company statement. "Free" Internet access has become an increasingly popular way to draw new users online in the United Kingdom, and other countries such as Denmark and France have begun to follow. Dell is the first major computer manufacturer to get into the act, however. Users pay no monthly charge for access, but still need to pay for local metered phone charges while online. While Net usage rates have increased in the United Kingdom with the numerous free Internet offers, metered charges for local phone usage still keep many Europeans from going online or staying online for a long time. For example, the average user of the Internet service provider American Online in the United States stays on line for 55 minutes per day, compared to only 17 minutes a day in Europe, AOL Europe head Andreas Schmidt said last week. Schmidt also said that metered phone calls remain the No. 1 barrier to making the Internet a mass medium in Europe. ================================= Internet users in Europe are not taking these charges sitting down, however. On Sunday, Internet associations in 13 European countries boycotted all telecommunications activities in an attempt to encourage what they say are fairer charges for Internet access. ================================ Software for accessing the DellNet service is available for free download on the Internet. Once installed, a double-click on the software's desktop icon activates a browser that opens to the DellNet home page. Users will also receive a free e-mail address and access to content from Excite, and will be able to customize their version of the DellNet homepage as well, Dell said. To offer the service, Dell has partnered with British Telecommunications (BT) and Excite. BT is providing the access software and its network, while Excite is contributing both its search engine and content from its portals. Dell also is working with European ISPs to use their networks, the company said, but did not provide details. Dell could not be immediately reached for comment. The DellNet access software will also come pre-installed on some Dimension PCs, the company's desktop line for homes and small businesses, Dell said. ======================================== (Mary Lisbeth D'Amico is a correspondent in the Munich, Germany, bureau of the IDG News Service, an InfoWorld affilate.) ========================================= 13 European Net groups wage telecommunications strike By Jeanette Borzo InfoWorld Electric Posted at 8:52 AM PT, Jun 4, 1999 Under the rallying cry of "Internet and Telephone Users United," Internet associations in 13 European countries will be boycotting all telecommunications activity on June 6 in an attempt to encourage "fairer" telecommunications charges. What should differentiate the European Telecom Boycott from a previous spate of Net strikes is that this protest involves both Web surfing and telephone calls. Telephone users in the participating countries are encouraged to unplug their phones for 24 hours on Sunday, while Internet users are being asked to turn off their modems. A group called Telecom.eu.org is organizing the participating Internet user groups -- such as ADIM, the French Association of Dissatisfied Netsurfers -- for the protest. Groups from 13 countries are participating: Austria, Belgium, the Czech Republic, France, Greece, Italy, Poland, Portugal, Romania, Spain, Sweden, Switzerland, and the United Kingdom. Germany and the Netherlands said they will support the strike but not participate. The campaign is hoping to win four main things for consumers: Consumer call costs that more closely reflect the costs telecommunications operators incur in providing these calls (something the campaign says is already mandated by EU law). Flat-rate charges for local calls. An elimination of minimum call charges so customers pay only for the time spent making their metered, distance calls. Quicker introduction of high-speed access methods such as xDSL, cable modems and satellite access. The fashion for Internet strikes began in 1998 but continued into this year as well. In France, the telecommunications regulator approved a plan for lower Internet access charges this week. But France Telecom said it was dissatisfied with conditions attached to the approval and is not sure now if it will put the new rates in place or not. ADIM (Association des Internautes Mécontents) is on the Web at adim.citeweb.net. (Jeanette Borzo is Paris bureau chief for the IDG News Service, an InfoWorld affiliate. ) ========================== More information on the Euro-Telehpone thing can be had at: telecom.eu.org

To: stockman_scott who wrote (132175)	6/10/1999 3:49:00 PM
From: kemble s. matter	Respond to of 176387

Scott, Hi!!! RE: Hmmm...maybe some of our brainstorming will come to life <GG>. I see the anemic volume today...some more impatient folks selling DELL...I cant understand the impatience..Guess I never will...I know that we don't have nearly all the pieces of the puzzle..but, I am very confident we are in the ballpark on many...the HINTS of Kevin Rollins should be so obvious...certainly the folks selling this stock have gotten an ear infection over the last few months...they aren't hearing anything...and they surely aren't reading this thread... Best, Kemble