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

To: Patrick E.McDaniel who wrote (142991)	9/27/1999 9:56:00 PM
From: Ian@SI	Respond to of 176387

Dell Unveils OptiPlex GX110, Starting At $999 ROUND ROCK, Texas (Dow Jones)--Dell Computer Corp. (DELL) unveiled the OptiPlex GX110 system for business and institutional users based on Intel Corp.'s (INTC) Pentium III microprocessor, starting at $999. In a press release Monday, Dell Computer said the OptiPlex GX110 is available in in three system configurations - mini-tower, low-profile desktop and the recently introduced small form factor desktops - all of which share a common systemboard. Other features include Intel Pentium III processors up to 600MHz and 133MHz front side bus, up to 512 MB of 100MHz SDRAM, SMART II Ultra ATA/66 hard drives up to 13.6 GB in capacity, 4MB display cache and integrated Intel 3D graphics with Direct AGP technology. Prices start at $999 for an OptiPlex GX110 that includes an Intel Pentium III processor at 450MHz and the new Intel 810e chipset, 64 MB SDRAM, 6.4 GB hard disk drive, integrated 3COM 10/100 networking and 1.44 MB floppy disk drive in a small form-factor desktop with a 15-inch monitor.

To: Patrick E.McDaniel who wrote (142991)	9/27/1999 9:58:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 176387

ATI To Design Graphic Accelerator For Dell Notebook>ATYT TORONTO (Dow Jones)--ATI Technologies Inc. (ATYT) received a contract from Dell Computer Corp. (DELL) to provide a mobile graphics accelerator for Dell's new Inspiron 3700 notebook computer. In a press release Monday, ATI said its Rage Mobility-M1 runs three-dimensional applications at high resolutions, and includes a dual-display feature that allows two different images to be shown on two display devices. ATI makes graphics-accelerator chips. -Karen M. Chow;

To: Patrick E.McDaniel who wrote (142991)	9/27/1999 10:02:00 PM
From: Ian@SI	Respond to of 176387

Rambus Falls 12% After Downgrades, Chipset Delay NEW YORK (Dow Jones)--Rambus Inc. (RMBS) shares fell around 16% Monday morning after Intel Corp. (INTC) confirmed it would delay the introduction of a chipset that depends on Rambus' technology. Rambus stock dropped 19% Friday on talk that Intel would have to delay the product. Shares were currently trading at 59 3/4, down 11 3/8 on volume of over 2.5 million shares versus average volume of 1.3 million. Two securities firms, SG Cowen & Co. and Morgan Stanley Dean Witter, cut their ratings on the stock Monday, following a cut by BancBoston Robertson Stephens & Co. on Friday. Cowen analyst Drew Peck cut his investment opinion to neutral from buy, and Morgan analyst Mark Edelstone cut his rating to outperform from strong buy. In a press release Monday, Intel said it would delay the introduction of the 820 chipset until it solves problems that could result in memory errors. Intel shares were up 3 5/64, or 4.1%, to 78 3/4. Dell Computer Corp. (DELL) had planned to introduce PCs with Rambus technology Monday. But those plans were scrubbed when problems were discovered with the chipset. This is the second delay for the Rambus-enhanced memory chips, which promise eight times the performance of typical DRAM chips. And neither Rambus nor Intel is projecting when the product will hit the market. That's what has Wall Street worried. "In my view, the greatest risk to Rambus has been delays in the introduction of the technology," said Drew Peck, an analyst at SG Cowen. "Delays open the window wider for potential competitors." Other methods of super-charging computer memory include a technology called DDR, for direct data rate, Peck said. "That's being promoted as a free standard," Peck said, in contrast to Rambus' model of getting royalties for its technology. "The performance (of DDR) may not be as high, but it may be good enough." Intel said it hasn't changed its commitment to the Rambus technology, known as R-DRAM. "It's still on our roadmap," said Chuck Mulloy, an Intel spokesman. "We still believe it's the best solution." In a research note accompanying the downgrade, Morgan Stanley analyst Edelstone wrote that PCs using the 820 chipset will likely be delayed until the first quarter of 2000. Edelstone said he continues to believe that Rambus' "long-term earning power will likely be unchanged." But he now anticipates Rambus technology will be inside only 10% to 15% of all PCs next year, down from a previous estimate of 20% to 25%. Edelstone wrote that he still expects Rambus technology to be the memory standard in the PC market in the next three to five years. But because of the delay, the near-term catalyst for the stock has been "eliminated." The analyst blamed Intel for the delays, claiming that the company "botched the marketing" of the Rambus technology. -Christopher Grimes

To: Patrick E.McDaniel who wrote (142991)	9/27/1999 10:05:00 PM
From: Ian@SI	Respond to of 176387

And just in case LT missed it... Summary Of Recent Insider Stock Transactions This story was originally published late Friday. WASHINGTON (Dow Jones)--Following are some of the larger insider sale transactions recently filed with the Securities and Exchange Commission, as well as registrations to sell restricted stock, according to Federal Filings Business News. REGISTRATIONS The following registrations were disclosed in Form 144s. A Form 144 indicates an intention to sell restricted stock. The filing of a Form 144 opens the door for an individual to sell the shares, but does not definitively indicate that the actual sale of the shares will occur or has occurred. DELL COMPUTER CORP. (DELL): Two Dell Computer Corp. officers registered to sell a total of 532,610 shares of the company's common stock. Vice Chairman Kevin Rollins intended to sell 400,000 shares on Sept. 20 on the Nasdaq Exchange. Goldman Sachs was listed as the broker for the transaction. Senior Vice President Joseph Marengi intended to sell 132,610 shares on Sept. 20 on the Nasdaq Exchange. Goldman Sachs was listed as the broker for the transaction.

To: Patrick E.McDaniel who wrote (142991)	9/27/1999 10:06:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 176387

And a shameless attempt to grub 143000

To: Patrick E.McDaniel who wrote (142991)	9/28/1999 1:09:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Pat, IBM's PC unit is dying of self inflicted wounds. They have a obsolete business model. If IBM services acts as an independent business then this new relationship will be profitable for both DELL and IBM. If they act in concert with their PC business, DELL will drop them like a hot rock. It does strike another blow against CPQ! It assures IBM's dominance of the services business and DELL's ultimate dominance of the PC business. It does not help IBM's PC business but that business is already unprofitable. It also strikes a blow to CPQ's server and data storage business. It does not help GTW or MUEI either. It more or less locks them out of the enterprise business. JMO Jim Kelley