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

To: rudedog who wrote (143169)	9/29/1999 4:28:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 176387

CPQ RULES!!! Here's why.............................................. .......................... Compaq ships a computer every 2.2 seconds. You will have to do the math. Other tidbits of info: · In 1999 Compaq was ranked as the 28th largest company in the world by revenue · Compaq is the second largest computer company in the world and the largest global supplier of personal computers - making one PC every two seconds · Compaq has manufactured and shipped 2 million servers worldwide, more than its nearest three competitors combined · Compaq is number one in disk storage · Compaq leads the world in 64-bit computing, two years ahead of the rest · Between 1982 and 1987, Compaq made one million computers. In 1999 alone Compaq will make over 14 million! · Compaq is one of the first PC suppliers to earn ISO9002 (QUALITY) certification for all manufacturing facilities worldwide · Compaq supplies computing infrastructure to the White House, the Kremlin, the British Cabinet Office and the Vatican City · All of the world's top 35 telecom companies use Compaq systems · Compaq supports mission-critical systems in: · 106 of the world's 120 stock exchange systems · 95% of the world's security transactions · 60% of the world's inter-bank transactions · 75% of all automated teller machines transactions · 66% of all credit card transactions · 75% of the world's 100-largest electronic funds transfer networks · 90% of the world's processor chip production · 60% of the world's fibre optic cable production · Amazon.com, the largest supplier of books over the Internet runs on Compaq equipment · Several Oscar winning movies including "Bunny", "What Dreams May Come" and "Titanic" used Compaq AlphaServers & Tru64 UNIX to produce hundreds of computer-generated scenes · The world's largest bookseller, Barnes & Noble, is powered by Compaq NonStop solutions · Lexus-Nexus, the world's largest information retrieval service, relies on Compaq systems and support · The largest telecommunications company in China counts on Compaq for 7x24x365 reliability to serve 1.2 million customers · Over US$3 trillion a day passes through the financial systems based on Compaq · Compaq Services has completed more than 20,000 enterprise network projects, provided Internet solutions for more than 1,000 enterprises, and implemented high-end security firewalls for 500 enterprise customers · Compaq has a Novell site that has run almost 5 years non stop · Compaq has systems that have been running for 18 years with no user visible failures (Sun can't make that statement about 18 months at E-Bay) · With a high performance super-computer, Compaq supports a mission-critical operation in the Department of Energy that has been up and running with zero down time for ten years · Compaq runs Microsoft's global website with 1,800 servers, 2,000 databases, 3 terabytes of information, taking 190 million hits a day · Compaq holds the world record for web server speed and has the largest installed base of web servers (33.6% market share) · Six of the top eight global ISP's (Internet Service Providers) have chosen Compaq as their standard Windows NT-based platform

To: rudedog who wrote (143169)	9/29/1999 4:38:00 PM
From: rudedog	Respond to of 176387

until CPQ bought DELL Obviously meant until CPQ bought DEC...

To: rudedog who wrote (143169)	9/29/1999 4:47:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Rudy,..Re:.That's why DELL used them exclusively until CPQ bought DELL. Until CPQ bought DEC . I believe Dell originally got it's good service reputation based on DEC service. Ironic how muddled things eventually become? <g> For the whole time we have been talking about service, way over a year now, it seems there is still mucho confusion regarding PC services and enterprise services. Would the IBM quarterly report serve to clarify this? Especially when we look at the difference in gross margins? ibm.com Revenues from IBM Global Services, including maintenance, grew 15 percent (15 percent at constant currency) in the second quarter to $8.0 billion. Excluding maintenance, Global Services revenues increased 19 percent (18 percent at constant currency) to $6.7 billion. IBM signed $9.5 billion in services contracts in the quarter and concluded the quarter with a total services contract backlog of approximately $55.2 billion. Revenues from the Enterprise Investments/Other area, which includes custom applications and other products designed to meet specialized customer requirements, increased 19 percent (19 percent at constant currency) year over year to $669 million. Three Months Six Months Ended June 30, Ended June 30, Percent Percent 1999 1998 Change 1999 1998 Change Global Services 7,988 6,969 14.6% 15,538 13,310 16.7% Gross margin 28.4% 27.3% 27.4% 27.2% Enterprise Investments/ Other 669 562 19.1% 1,227 1,158 6.0% Gross margin 38.9% 39.6% 36.0% 36.2% Cheers, Lee

To: rudedog who wrote (143169)	9/29/1999 5:10:00 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

Giga's research, really? GIGX traded at $4 5/8 today, for a total volume of 800 shares. Up and down since 1996 (first bulletin board, now the counter), it's public entrance (founded by two people in 1995). Don't you think there's a possibility that Giga wants to be put on the map by coming out with an obnoxious report about the fastest growing PC company in the world? Now the world knows about Giga. Giga calls their approach "hollistic". What is this? This is solid data? Hollistic data? Who wrote this, Carl Rogers? My own interpretation regarding their methodology (I have some right to speak here relative to decision science, although my education is more math/calculus based): it is "modeled data based on personal interpretation", i.e., it is completely biased toward the person doing the questionnaire and the interpreting. The last time I heard the term "hollistic" was from a nature food store who was promoting the new age. From their web site: Giga says it offers "living research." What does this mean, and how close to information and knowledge-sharing nirvana can a client actually get? Knowledge sharing nirvana? What the hell? And you're basing your IT decisions on knowledge sharing nirvana? What kind of IT person are you? Giga has a total of 118,000 licensed users. Compare that to IDC's 15 million or so. Their revenue did increase over the last few quarters, but the stock market obviously doesn't currently trust their approach to data gathering, otherwise the stock price would be significantly more than it is now. Personally I think they're looking for publicity. It works nearly every time. More later when I have time. gigaweb.com