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

To: rudedog who wrote (149275)	12/14/1999 10:32:00 PM
From: Sig	Read Replies (3) \| Respond to of 176387

Dog: Guess I am a bit more optimistic on Dells revenue future than some here. Only 20 days until Jan3 2000. Those computers sold before Jan' 1999 all one year older well used 200-400MHZ. Before year is out 800 mhz, rambus, high speed buses, more than double the old average storage. 1 GHZ processor speed coming up. Portable market growing fast, lighter weight, double the battery life, larger clearer LCD's,instant-on with idle voltage. Mom and Pop stores, 5 and dimes, who have non-compliant computers may find their re-order systems not working, record dates wrong. I expect big orders for computers to flow in after Jan 3 Large customers planning to upgrade or replace will find much new software, including Linus, available thru the Dell Premier pages. Incredible demand for servers and storage when large Web sellers find how much Christmas trade they missed because of being unable to handle the traffic/customers. And Dell services will have to grow as fast as the company or 40%? So while all this is going on, I doubt that Dell can find any un-used factory space to produce other goods. And the stock price? Well, I don't see it falling and therefore Dell forms the original basis of all I have been able to do with this market and still appears exceptionally solid. It permits me to venture off into stuff like Qcom and ride that up while Dell is idleing along. IMO Dell at $100 by Dec 2000 should be no problem. Trying to consider the impact of all the agreements, contracts and consolidations going on ($22 bil with IBM, LCD's with Samsung?, Rambus production contracts ( how much did Dell contract for?), earthquakes, component shortages results in confusion and gives bears numerous reasons valid or not to churn the stock. Dell went from $18mm/day to $35mm/day on-line sales in what period? IMO 40%+ growth is achievable Sig

To: rudedog who wrote (149275)	12/14/1999 10:49:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 176387

at the other end of the spectrum, SANs and enterprise infrastructure. Dell is making a big play for the SAN market with their first aquisition, Convergent. No, their problem is that their future is not entirely in their own hands. They have been pounded by Intel delays in Rambus, there have been signifigant distractions from Microsoft in the '2000' program. That is a consequence of Dell being the leader in "wintel" systems, and when Win and Tel don't perform then Dell can't provide the punch that everyone expected. Microsoft & Intel won't be in a funk forever, and Dell will reap much of the benefit when they get their act together again. TP

To: rudedog who wrote (149275)	12/14/1999 11:01:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Dog, There you go again. For a guy who supposedly has DELL stock in his portfolio you act like a CPQ partisan. DELL has met exceeded its top line growth targets for this year. It's unit volume was up 59% last quarter in spite of the earthquake, the rdram problems and coppermine delays. Revenue is up 40% YOY and earning 50% YOY. Do you just make it up as you go? The way you go on about DELL one would be led to conclude that you are a paid theadster. You had no respect for DELL last year when it beat the socks off CPQ and you have no respect this year as it marches past CPQ to become number 1 in this business. Its hard to believe that you own any DELL stock. <g>