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

To: J. D. Main who wrote (147781)	11/21/1999 11:11:00 AM
From: J. B. Patton	Respond to of 176387

J.D....Very good article...Can't wait for WEB PC... Brenda

To: J. D. Main who wrote (147781)	11/21/1999 5:33:00 PM
From: Mike Van Winkle	Respond to of 176387

J.D. re: Very interesting Article. <<<<<< I found it interesting that Dell.com runs exclusively on Dell servers contrary to what some have said. From the article: "On its own, this story of Dell's move to the Internet is impressive. But the company makes sure its corporate customers memorize one key fact about the tale: The money-making, always-on, super-efficient Dell.com site runs exclusively on servers built by Dell. That's a favorite fact at Round Rock. In the course of six recent interviews, half the executives emphasized the Dell.com-Dell server connection. Dell, it seems, has become Dell's favorite point of reference." Cheers Mike

To: J. D. Main who wrote (147781)	11/21/1999 5:37:00 PM
From: LENNY PADRON	Read Replies (1) \| Respond to of 176387

Great articles J D.....specially love this little quote and the end of part 3 ".......but people still think of them as a PC company. That's why the stock's down. Which may make this, of course, the perfect time to buy Dell stock." Now eventually all these analys and the market will begin to see the same thing and then everyone of them will want to jump on Dell. I think that will begin to happen after all this Y2K thing is over. Lenny

To: J. D. Main who wrote (147781)	11/21/1999 5:48:00 PM
From: Walcalla	Read Replies (2) \| Respond to of 176387

HI JD. Excellent article. RE:When SG Cowen/Datamation surveyed over 300 corporate IT users about which supplier they bought servers from, 30% bought from Compaq and 15% from Dell. But when Cowan asked which supplier they'd use in the future, Dell's number climbed to 18%, while Compaq, long the leader in servers, saw its number slip to 23%. Maybe that's why Dell is getting badmouthed over at the cpq thread today. vbg

To: J. D. Main who wrote (147781)	11/21/1999 9:36:00 PM
From: calgal	Respond to of 176387

JD, I thought a key part of the article was found in the following statement: "What you may not get from those commercials, or from his speeches, is that Dell's Net tale is more than just a marketing pitch; it's his plan for the company's future." Dell has a plan. What you don't see is very important. The fact that he is centered in the Internet will continue to be crucial. He knows what to do. He "gets it." We just have to wait for details. Isn't this fun? Leigh