Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: edamo who wrote (141647)	9/8/1999 5:59:00 PM
From: TechMkt	Read Replies (2) \| Respond to of 176387

DELL webcast was VERY upbeat. Lambert emphasized that this technology will allow customers to keep their legacy systems and add new storage (from DELL hopefully). I imagine all that cash sitting in DELL's coffers is being planned for some other great purpose to increase shareholder value. Never sell DELL, Fez

To: edamo who wrote (141647)	9/8/1999 6:47:00 PM
From: Don Edgerton	Read Replies (2) \| Respond to of 176387

IMHO Convergenet owners did not want to pay taxes on what appears to be a handsome profit. If DELL is the next DELL, then what better place to be invested. Shares tie them to the success of the new technology. Looks cheap compared to the recent CSCO acquisition even though no current revenues. If market opportunity is $38 billion, then DELL probably paid about 1 X 2003 sales (assuming 1% market penetration). EPS hit is one time R&D write off plus several more months with no revenue. Share dilution easily off set by DELL repurchase of shares in open market. This may take some wind out of BRCD - though DELL says they will contineu to use BRCD. I liked what I heard on the conference call.