Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jim kelley who wrote (145641)	10/23/1999 3:27:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim - re: CPQ does have the Tandem servers. CPQ actually has more exposure in the old DEC VMS base, which supported traditional business applications. The Tandem folks had the ability to lock down anything that went on their system in the name of high availability, but the VAX users could - and did - do pretty much what they wanted. I don't know how much exposure they will have on that front but I suspect it has at least been good business for the old DEC services organization. I would think that CPQ has the next biggest exposure behind IBM - after all, DEC was #2 in business computing during the heyday of all that 2-digit date COBOL programming.

To: jim kelley who wrote (145641)	10/24/1999 3:43:00 AM
From: Dorine Essey	Respond to of 176387

I thought this should be posted again in the event that some of us might have missed it. Herb not Dorine

To: jim kelley who wrote (145641)	10/24/1999 10:17:00 AM
From: Lee	Read Replies (2) \| Respond to of 176387

Hi Jim,..Re:.in line with his firms policies and interests. They would like to see money flow into selected stocks on a quarterly basis. Thanks for your reply. I guess this is the same ole 'churn, churn, churn' stuff.<g> I'm beginning to get a jaded slant or a conspiracy theory fantasy! <vbg> Especially after the 3:45 rumors Friday regarding CSCO. What some won't do to square or enhance positions! <g> Re:.,suspect that DELL's revenues will be greater than projected due to the large number of corporate accounts won and also due to the rapid growth of their consumer business. But if the ConvergeNet acquisition closes on Nov. 9th or sooner, will that charge be included in the next quarter's income statement or this quarter? Also, even if revenues beat estimates, what will happen if margins get compressed because of this rapid growth in the consumer sector? cbs.marketwatch.com Dell (DELL: news, msgs) will swap 6.9 million shares of its stock for all outstanding shares and options of privately-held ConvergeNet. Dell, based in Round Rock, Texas, said it would incur a one-time after-tax charge of 5 to 7 cents a share as a result of the transaction. The company said it expects to take the charge by the end of the year. Very glad to hear from you, Lee