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

To: Calvin who wrote (141992)	9/14/1999 10:26:00 AM
From: Sig	Read Replies (2) \| Respond to of 176387

Calvin: IMO the market is going ape over the bond prices. Nothing to do with company fundamentals, but it does look as though tech stock investors are already beginning to wake up to the games being played and are now going ahead with investments with less regard to interest rates. Slow growing Dow companies much more affected by interest rates than a tech stock growing at 40% plus. Care to name one ? Sig

To: Calvin who wrote (141992)	9/14/1999 12:18:00 PM
From: stockman_scott	Respond to of 176387

Calvin: IMO, the ARIBA deal could be huge....the Fund managers may not understand the significance -- yet <G>. Ariba is a first mover and already has global customers like Cisco and Merck. DELL has picked a great partner and I expect that this new relationship will provide DELL with significant incremental business over time. DELL is an e-commerce powerhouse and soon the market will realize this. The following passages from the Ariba announcement really caught my attention.... <<By providing access to Dell Premier Pages within the Ariba Network service, purchasing information is captured and managed by the Ariba solution and users need not leave the Ariba user interface. This allows Dell to leverage its eCommerce capabilities, dynamic content and brand image while allowing the buying organization to maintain control of its purchasing processes, such as approvals and accounting, through the intranet-based Ariba ORMS(TM) application. Using Dell Premier Pages through the cXML-enabled Ariba Internet Catalog, customers can view their contracted discount pricing, configure Dell products, access service and support information customized to the products they own, confirm daily order and manufacturing status for systems. "We are pleased to add Dell, a true pioneer and leader in sell-side business-to-business eCommerce, to the network of suppliers participating in the Ariba Network service," said Keith Krach, president and CEO at Ariba. "By making Dell computer product information and the Dell shopping experience readily available to all organizations that use Ariba eCommerce solutions, Ariba and Dell will jointly provide our clients with more efficient means of doing business.">> See you in the 50s..!! Best Regards, Scott