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

To: Alohal who wrote (141949)	9/13/1999 5:05:00 AM
From: TechMkt	Read Replies (1) \| Respond to of 176387

We are VERY HEALTHY. Fez _______________________ Monday September 13 4:30 AM ET Dell Expects 'Very Healthy' Second Half PARIS (Reuters) - Dell Computer Corp. (Nasdaq:DELL - news) Chief Executive Michael Dell Monday forecast a ``very healthy' second half of the year, shrugging off any potential negative effects from Y2K. ``Our costs are about half that of our competitors, so we have a structural advantage,' Dell told Reuters in an interview. ``And the Internet is accelerating our (market) share gains.' Dell is the world's second largest maker of personal computers and the leader in selling computers over the Internet to home and business users. It now gets about $30 million in sales per day, or about 40 percent of its total, from online buyers. Last month Dell said he expected the percentage of online sales to climb to 60 percent to 70 percent ``in the not too distant future.' The Austin, Texas, company is not seeing a disruption in sales as companies race to prepare for the millennium bug. ``As you get closer and closer, there seems to be more and more companies that are comfortable or at least prepared for it,' Dell said. ``I think the second half is going to be very healthy for us,' he said. In the second quarter, Dell beat expectations, reporting worldwide sales rose 42 percent to $6.1 billion in the second quarter ended on July 30. Earnings jumped 58 percent to 19 cents per share, beating the consensus estimate by two cents.

To: Alohal who wrote (141949)	9/13/1999 6:23:00 AM
From: Sig	Respond to of 176387

<<<< any comments on this and how it might impact Dell? Any comments on the likelihood of a Dell/IBM "deal" in light of this? >>> The following March agreement should make both the IBM storage technology and the faster/cooler copper chips and the 24 processor technology available to Dell. A person could speculate on what parts or systems would be assembled and sold by Dell but Dell will certainly be "in the act" somewhere,its Sun that will have a problem dell.com <<<As part of the contract, Dell will purchase storage, microelectronics, networking, and display technology from IBM for integration into Dell computer systems. In the future, the agreement is expected to include IBM's copper, silicon-on-insulator, and other advanced technologies. The arrangement, which spans seven years, also calls for broad patent cross-licensing between the two companies and collaboration on development of product technology.>>> Sig