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

To: OLDTRADER who wrote (143104)	9/28/1999 11:28:00 PM
From: Ian@SI	Respond to of 176387

Don't know if this was already posted... ++++++ Goldman Sachs Names Companies On E-Commerce Index NEW YORK (Dow Jones)--Goldman Sachs Group Inc. (GS) announced the composition of its electronic-commerce index. As reported Aug. 5, Goldman Sachs launched the GSEC to track the performance of online merchants and the companies that supply the infrastructure they need to do business. In a press release Tuesday, the company named the 39 stocks that make up the first of the two indexes. The second index, called the GSEC Core Index, includes only online merchants and has just 12 stocks. Stocks in the index are: Microsoft Corp. (MSFT), International Business Machines Corp. (IBM), Cisco Systems INc. (CSCO), America Online (AOL), Dell Computer Corp. (DELL), EMC Corp. (EMC), Orace Corp. (ORCL), Sun Microsystems Inc. (SUNW), Compaq Computer Corp. (CPQ), Charles Schwab Corp. (SCH), Yahoo! Inc. (YHOO), First Data Corp. (FDC), Amazon.com Inc. (AMZN), eBay Inc. (EBAY), Priceline.com Inc. (PCLN), Gateway Inc. (GTW), Novell Inc. (NOVL), E*Trade Group Inc. (EGRP), Inktomi Corp. (INKT), Ameritrade Holding Corp. (AMTD), Knight/Trimark Group Inc. (NITE), Intuit Inc. (INTU), Exodus Communications Inc. (EXDS), i2 Technologies Inc. (ITWO), Sterling Commerce Inc. (SE), Network Associates Inc. (NETA), Check Point Software Technologies Ltd. (CHKP), Broadvision Inc. (BVSN), VerticalNet Inc. (VERT), USWeb Corp. (USWB), BEA Systems Inc. (BEAS), Sabre Holdings Corp. (TSG), CheckFree Holdings Corp. (CKFR), Network Solutions Inc. (NSOL), Sapient Corp. (SAPE), ISS Group Inc. (ISSX), Entrust Technologies Inc. (ENTU), Telebanc Financial Corp. (TBFC) and Transaction Systems Architects Inc. (TSAI). -Roy R. Reynolds;

To: OLDTRADER who wrote (143104)	9/28/1999 11:38:00 PM
From: Ed Forrest	Respond to of 176387

>>Kimball-After all we have been through this year our baby is still taxing around in circles on the tarmac-I keep thinking it's going to line up at the end of the runway and give it "balls to the wall"-Dell was 42 on Jan 22nd 1999.wbm<< From 42 to 44 in 8 months.Some would call that dead money.Others would shout "buy it while its on sale".I guess the reason it can't lift off is that it ran out of fuel during all that circling of the tarmac.Right now its lost its MO.Perhaps the Dell of old will resurface.One can only hope.

To: OLDTRADER who wrote (143104)	9/29/1999 9:12:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

William, Hi!! RE: RE:Kimball-After all we have been through this year our baby is still taxing around in circles on the tarmac-I keep thinking it's going to line up at the end of the runway and give it "balls to the wall"-Dell was 42 on Jan 22nd 1999.wbm IMO for two quarters DELL made some transitional moves and in the process strategically killed CPQ ("TAKE PAIN TO CAUSE MUCH PAIN")... The two quarters were flat...not impressive to those spoiled by DELL's train that ran through walls for many previous qts. above 50%...Well, I believe the last qt. DELL was pulling away from the "sacrifice" of the other two quarters ("OPPORTUNITY IS HUGE")and although it may take awhile DELL will reap the benefits of a crippled CPQ...So, that brings us to a new qt. which I believe will show another 50%+ gain and bring those that fled DELL to their senses...Such a case...Add an IBM deal...William...either way we have a large gain...With IBM...It's to the moon! Best, Kemble