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

To: kemble s. matter who wrote (150747)	1/7/2000 5:19:00 PM
From: Sonki	Read Replies (2) \| Respond to of 176387

i m sure dell will meet/beat ernin and stock will fly like a volcano. shorts watchout... see u after the erning.

To: kemble s. matter who wrote (150747)	1/7/2000 5:24:00 PM
From: TTOSBT	Read Replies (1) \| Respond to of 176387

Yes. There is no such rule as a quite period for the brokerage houses. I think that is why individual investor's (especially now with Dell) are crying out for Michael to speak out and be more visible before the quite period when surely ML will again attempt havoc with the share price. But as I have stated in an early post I feel Michael could counter if he was buying Dell shares at this time instead of selling. Of course I understand that is a personal RIGHT of his but would like to see the market's reaction in such a case. It certainly would take a lot of control away from ML and others! TTOSBT

To: kemble s. matter who wrote (150747)	1/7/2000 8:25:00 PM
From: calgal	Read Replies (2) \| Respond to of 176387

Kemble, Hi! Check this out! Looks like time is on our side! I am definitely not worried about the future! I see the hand-writing on the wall and the fingerprints too! :) Leigh news.cnet.com. Make the entire Web your chat room. Free Download! CNET : News : Enterprise Computing : Story Message Boards See Story in Context Search IBM dropping Inacom ties in wake of Compaq deal By Joe Wilcox Staff Writer, CNET News.com January 7, 2000, 4:40 p.m. PT Ripple effects from Compaq's acquisition of the distribution wing of Inacom are spreading, as IBM today said it would terminate the bulk of its multimillion-dollar relationship with the distributor. The move eliminates one of the uncomfortable tangents of Compaq's $370 million acquisition earlier this week. By buying Inacom's distribution division--which ships billions worth of computer equipment from manufacturers to customers annually--Compaq effectively was in line to become a lead distributor of Big Blue and Hewlett-Packard products. As a distributor, Compaq would have been privy to competitive information it ordinarily wouldn't get. "It should come as no surprise that we are not going to authorize Compaq as a distributor of IBM product," said Jon Judge, general manager of worldwide sales and service for IBM's Personal System Group. Prior to the Compaq sale, Inacom's relationship with IBM was fairly extensive. Not only did Inacom distribute IBM products, it built and configured IBM PCs and provided services to Big Blue customers. Inacom's stock rose to 9 on the day the Compaq deal was announced but has dropped back to 6.06. Inacom executives during a conference call about the deal said it would reduce earnings. The pact between Compaq and Inacom is largely a marriage of convenience. Compaq wants to start selling more PCs directly and needs the distribution and logistics systems that Inacom will give them. By contrast, Inacom, like a number of other distributors, has been struggling with thin margins. IBM plans to terminate the last three relationships effective when Inacom completes the facilities sales to Compaq, perhaps as soon as 45 days. "We will transition our relationship to Inacom appropriate to the new business model they have put themselves in," Judge said. IBM will reduce Inacom to a second-tier distributor that must buy products through another wholesaler. The "co-location" relationship between IBM and Inacom, where a distributor rents space in a PC maker's manufacturing facility in order to build computers, will be potentially the most difficult relationship to sever. Gates-Arrow, MicroAge and Pinacor are among the other distributors with co-location operations with IBM. This is not the first time a Compaq acquisition has disrupted long-standing relationships. After Compaq announced it was buying Digital Equipment Corporation, Dell Computer found itself seeking a new partner to provide on-site services and consulting. Digital was on of Dell's primary field partners. IBM is not the only Compaq competitor whose systems are distributed by Inacom. Others include Dell and HP, and they may follow IBM's lead. "We obviously were disappointed when we found out that Inacom had sold a large part of its business to one of our biggest competitors," Judge said. With that, our first concern is our customers and to make sure they are minimally impacted by this decision Inacom and Compaq have made." News.com's Michael Kanellos contributed to this report.

To: kemble s. matter who wrote (150747)	1/7/2000 9:05:00 PM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

RE:Kemble-when I first entered the brokerage business in 1960 ----there were chalk boards,where girls marked the prices each second.----Now we have ECN's sprouting up-but all through the period firms have hyped their own offerings-"mostly illegally if they were brought to accountability"-but arn't as the ,NASD is OWNED/SUPPORTED by the firms-It is the fox watching the chicken coup-- if there ever was an example of this alliteration.wbm

To: kemble s. matter who wrote (150747)	1/8/2000 3:11:00 PM
From: Ex-INTCfan	Read Replies (2) \| Respond to of 176387

Kemble, re ML analyst. (Caution -- RANT to follow.) I usually don't subscribe to manipulation theories, but it sure has looked that way to me this past week. There was a quote from one of the HOUSES (ML?) that Dell stock had increased for no apparent reason. I believe they were recommending CAT. This goes beyond absurd to obscene. That's what we need to do -- plow all our money into ploughs. That way we can all retire in about, say, 1500 years. We can sit around with our cryogenically frozen heads in jars watching Dick Clark ring in 3500, happy that we don't have to work that year. I believe the internal memos issued by a firm one month prior to and one month after a recommendation should be examined to see whether there is a conflict of interest. Full service brokers? You can have them. I try not to bend over when I walk by their offices. INTCfan