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


To: TREND1 who wrote (143826)10/5/1999 1:38:00 PM
From: Esway  Read Replies (1) | Respond to of 176387
 
ATLANTA, Oct 5, 1999 (BUSINESS WIRE) -- USinternetworking Inc.
(Nasdaq:USIX), the leading Application Service Provider (ASP), today at
MEC '99 (Microsoft Exchange Conference) announced that its Enterprise
Messaging and Collaboration Business Unit has signed a broad strategic
alliance agreement with Dell Computer Corporation (Nasdaq:DELL).
Through the alliance, USi and Dell will collaborate in the development,
delivery, and marketing of USi's Enterprise Messaging Service powered
by Microsoft Exchange and enabled by Dell's PowerEdge(R) Server and
PowerVault(TM) storage products.

"We needed a relationship with a company that delivered robust
technology as well as a commitment on marketing, sales and technical
support," said Nick Magliato, President and General Manager, Enterprise
Messaging and Collaboration at USi. "Dell proved to be a perfect fit,
providing a scalable server platform, technical consulting services,
and the marketing force of an industry leader."

Through the alliance, USi will exclusively purchase Dell PowerEdge(R)
Servers for its Enterprise Messaging Solution powered by Microsoft
Exchange. Over the life of the agreement, the purchase could reach $40
million. Additionally, the companies have forged a technical support
relationship that will facilitate product development, product
implementation, product testing, and product customer support.

The companies will also conduct joint marketing initiatives aimed at
promoting service awareness and brand equity among industry peers and
clients. USi will use Dell PowerEdge(R) Server products as the platform
for its Enterprise Messaging solution. USi will also recommend Dell
Technology Consulting as the preferred consulting partner for
implementing fully managed enterprise messaging platforms. Dell will
recommend USi's Enterprise Messaging solution as a premier solution for
enterprise clients.

"USi is a leader in the fast-growing ASP market. This alliance is
designed to produce the industry's premier messaging solution," said
Gene Austin vice president and general manager, Internet Server
Products of Dell's Enterprise Systems Group. "By incorporating Dell
PowerEdge(R) servers, PowerVault(TM) storage and Dell Technology
Consulting into USi's worldwide network of data centers, USi
demonstrates a commitment to providing its customers with high quality
service and performance."

About Dell

Ranked No. 78 among the Fortune 500 companies and No. 210 in the
Fortune Global 500, Dell Computer Corporation is the world's leading
direct computer systems company, based on revenues of $21.7 billion for
the past four quarters. Dell designs, manufactures and customizes
products and services to customer requirements and offers an extensive
selection of software and peripherals. Additional information on Dell
Technology Consulting can be found at
dell.com. Information on Dell and
its products can be obtained through its toll-free number
1-800-388-8542 or by accessing the Dell World Wide Web site at
www.dell.com.

About USinternetworking Inc.

Headquartered in Annapolis, MD, USinternetworking Inc. (Nasdaq: USIX)
is the leading Application Service Provider (ASP) outsourcing business
applications over the Internet for a flat monthly fee. USi's iMAP(SM)
services allow companies to quickly deploy enterprise applications
without the associated cost and burden of owning, managing or
supporting the applications or underlying infrastructure. USi has built
its own global network of enterprise data centers-a Cisco-Powered
Network-to interconnect with major Internet backbone providers through
contractual PriorityPeering(SM) relationships that ensure fast and
reliable connections. USi's data centers incorporate EMC (NYSE:EMC)
Enterprise Storage systems and software to provide nationwide data
mirroring and recovery. USi's suite of Internet Managed Application
Provider(SM) (iMAP) offerings ensures the fastest implementation
possible, allowing customers to focus on their core business. IMAP
services include: Financial Management and Human Resources, powered by
PeopleSoft and Lawson; Enterprise Relationship Management, powered by
Siebel Systems; Electronic Commerce, powered by BroadVision and
Microsoft; Business Intelligence, powered by Sagent Technology;
Professional Services Automation powered by Niku; and USi Web Site
Management. USi also offers its AppHost program, which enables
Independent Software Vendors to deliver their applications on an
outsourced basis by leveraging USi's unique strengths.

Internet Managed Application Provider, iMAP, AppHost and
PriorityPeering are service marks of USinternetworking, Inc. All other
trademarks are the property of their respective owners. USi strategic
partners and providers are publicly traded on Nasdaq under the symbols:
BVSN, CSCO, MSFT, PSFT, SEBL, and SGNT.

Dell and PowerEdge are registered trademarks, and PowerVault is a
trademark of Dell Computer Corporation. Fortune 500 is a registered
trademark of Time Inc.

Microsoft and Windows NT are registered trademarks of Microsoft Corp.

Copyright (C) 1999 Business Wire. All rights reserved.

Distributed via COMTEX.
-0-
CONTACT: USinternetworking, Inc.
Joanne Hellebrand Rasch, (410) 897-4532
joanne.rasch@usi.net
or
Dell Computer Corporation
Letty Ledbetter, (512) 426-8093
Letty_Ledbetter@dell.com
or
FitzGerald Communications for USi
Joseph Vukson, (617) 588-2258
jvukson@fitzcomm.com

WEB PAGE: businesswire



To: TREND1 who wrote (143826)10/5/1999 2:30:00 PM
From: Jock Hutchinson  Read Replies (1) | Respond to of 176387
 
Clearly the presence of the HAL (aka Larry Dudash) is but one more indicator that DELL has become a trader's stock rather than its previous incarnation of hyper growth stock.

There is no more respected short-term analyst in SIdom than Mr. Dudash.



To: TREND1 who wrote (143826)10/5/1999 4:00:00 PM
From: kemble s. matter  Respond to of 176387
 
Larry,

RE: If I bought DELL at 55, how long do I have to wait to break
even ?

I really don't like short term predictions...the short term has turned into a long term these past six or seven months...I have stated numerous times the strategies I believe DELL employed to destroy CPQ...IMO this "cost us" the previous two quarters...I have also spoken highly of the new "out of box" (DELL never was a "box maker") revenue growth areas DELL is planning...IMO their long term goals are to continue 50% growth each qt...Kevin Rollins has already told everyone "40% plus" ....and we know they "underestimate and then overachieve"....For obvious reasons this type of consistent revenue growth would take a plan of some magnitude..But, don't count them out...The DELL model is very flexible...I believe they used it against CPQ in a brutal way when CPQ attempted to go direct...crushing CPQ and sending their corporation into a panic....Also, these new revenue growth areas...Many don't "see" these because DELL is just being DELL...Slightly off their norm for qt. 4 and 1 ....Yet, I don't buy the slowdown of some analysts one bit...Patrick has spoken that in his opinion the most outstanding and "sheerly amazing" occurrence here is that DELL is turning a $20 billion company on a dime...and making a right turn at that...Perhaps this is why so few notice this change in DELL...Imagine some other company doing what DELL is doing and still growing at 38% and 42%...
To perhaps answer your question...IMO there are two things that will almost immediately allow you to exit at 55...
1. November...DELL has another 50% + earnings...showing two consecutive earnings once again would make many forget those previous two qts. of 38% and 42%...
2. An IBM PC deal...This would IMO take DELL to the moon..DELL would almost immediately become the 8000lbs. gorilla...50% of the world wide market in five years is a given...

A combination of the above...OOOOH I'd be soooooo rich in a such a short time...and so would soooo many others I know.. :o)

Best, Kemble



To: TREND1 who wrote (143826)10/5/1999 10:19:00 PM
From: Lucretius  Respond to of 176387
 
HO HO HO