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

To: OLDTRADER who wrote (135812)	7/8/1999 10:11:00 AM
From: TTOSBT	Read Replies (2) \| Respond to of 176388

Oh is that why Mark Haines was questioning his (Al Goldman) wisdom: "Let's talk about Dell, as you know it's now a commodities business and their last earnings disappointed. Why would anyone want to buy Dell or Compaq?" said Mark. At the same time (well just after) when Mark went to Maria.B on the exchange floor she started in for the second time about AAPL being upgraded by Robertson-Stevens to a price target of $75 a share. WHY IS CNBC PUSHING AAPL AND BASHING DELL??? Obviouly AAPL/Robertson-Stevens have paid a much higher payolla to NBC the parent? IMO. TTOSBT

To: OLDTRADER who wrote (135812)	7/8/1999 2:36:00 PM
From: D. Swiss	Read Replies (2) \| Respond to of 176388

wbm, the thing I do not understand is how Al Goldman could be so bullish on a stock like CPQ that is losing money (like other indirect PC makers). Are they going to turn on a dime and stop selling computers (instigating and perpetuating a price war) at fire sale rates and start coining money. I was surprised that earlier this morning CPQ was making more headway than Dell, but the tide seems to be turning in our direction. :o) Drew

To: OLDTRADER who wrote (135812)	7/8/1999 5:30:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176388

William, Hi!!! RE: RE:Al Goldman-I generally agree and like this man ,A.G> Edwards-but I thought he was weak today-pushing CPQ and just a hint of "OK" for our DELL.They just -do not get it-after all these years-CPQ IS DEAD IN OUR TIME AND BEYOND!!DELL now owns the space worldwide-get it AL.wbm-Please do not mention them in the same breath ever again.wbm Rt. 9 here in upstate NY runs north south....IBM facilities are right off Rt. 9....not ten miles up the road is the CIA (Culinary Institute of America).....My neighbor is a professor there and informs me yesterday that CIA went all DELL...now mind you we are only talking 450 PC's and I forget how many servers...DELL winning the contract also gave all the employees an offer that will permit them to buy a 500 MHZ for a price that is making many of them realize they can't afford NOT to take this window of opportunity.... William....soon we'll be in Austin....I wonder how DELL would feel if the companies that surround them were buying IBMs?? I find it very very very difficult to find any sense of respect for the analysts that are hiding from the facts....DELL has eliminated the competition...the bleeding will continue .... the rest of the PC world is at the mercy of DELL... I can't wait to tour Parmer...if you'll remember Steve Scott and I took a tour of some of the undeveloped areas the day after the shareholders...I shot a number of photos of the unfinished Parmer facility...Remembering the words of Michael forewarning the others that the new server facility will "EXPOSE THE SERVER RIP-OFFS" of the past..."50% LESS".....A new product with the data storage that will allow DELL to compete in 50% more of the enterprise bids...(Meta Group Study).....William....those that read what DELL was planning to do should have BOUGHT DELL....we all know it got ahead of itself...but, DID IT??? I bought a bunch of times just because of the paragraph above....I know where DELL is taking us...the others were in trouble....IMO DELL has made Michael's quote a reality.... "DELL WILL CHANGE THE WAY BUSINESS WILL BE DONE".... :o) Best, Kemble