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

To: Walcalla who wrote (143950)	10/6/1999 6:59:00 PM
From: John F. Dowd	Respond to of 176387

Walcalla: Go to the web site streetadvisor.com and register your disgust directly with Kevin. JFD

To: Walcalla who wrote (143950)	10/6/1999 9:25:00 PM
From: kemble s. matter	Respond to of 176387

Hi!! RE: Who the hell is Kevin Prigel, and why should we care what he says. I care...I love making folks accountable..How many others do you think have called for the doom of DELL? This was sent to me by Patrick...Kwatinetz is who I trust...He's been a DELL bull for a long time and someone I believe has a close beat on DELL's progress..And, I just noticed you also posted this...Thanks... Best, Kemble CSFB raises PC growth projections Also, banks sees 'upbeat' meeting from Dell By Brenon Daly, CBS MarketWatch Last Update: 12:19 PM ET Oct 6, 1999 Silicon Stocks Hardware Report NEW YORK (CBS.MW) -- Citing lower prices and a rebound in Asia, Credit Suisse First Boston ratcheted up on Wednesday its projection for PC growth this year to 19.2 percent from 16 percent. "The first half of the year roared," said Michael Kwatinetz, who heads the CSFB's technology research group. He added year 2000 concerns, which have knocked software companies for a loop, may actually be "mild positive" for PC sales. The 19.2 percent increase for 1999 compares to 15.4 percent growth last year and 16.5 percent in 1997. Kwatinetz says a resurgence in orders from Asia, as well as lower prices and rebates from Internet Service Providers will lift growth. As a way to increase the number of subscribers, ISPs have been offering lower-priced PCs bundled with their productions. Investors will get a glimpse into PC sector on Thursday, as Dell (DELL: news, msgs) is set to meet with Wall Street analysts. Kwatinetz said he expected an "upbeat" get-together. He didn't expect Dell to echo weakness that Hewlett-Packard reported in its analyst's meeting last week. The computer giant (HWP: news, msgs) told analysts that it expects sales growth to come at the low end of the previously set 10 to 13 percent range. See related story. Although both PC makers are likely to be hurt by supply disruption from the Taiwan earthquake, H-P also reported sluggish sales of its servers, or large machines that run computer networks. Dell is more nimble and should benefit from "very, very, very strong" demand, Kwatinetz said. The Philadelphia Stock Exchange Boxmaker Index ($BMX: news, msgs) has doubled over the past year, but fell 1.03 to 313.99 Wednesday. Kwatinetz revised his projection during a conference call on Tuesday. He added that Microsoft (MSFT: news, msgs) is having a "very solid quarter" on strong sales of its Office product. Shares of the software giant rose 1 7/8 to 93 11/16. Shares of PC makers were mostly weaker: Dell slid 1/2 to 43 5/16, Gateway (GTW: news, msgs) dropped 1 1/8 to 49 5/8 and Compaq (CPQ: news, msgs) was unchanged at 22 1/4. Brenon Daly is an online reporter for CBS MarketWatch.