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

To: JRI who wrote (151623)	1/19/2000 6:09:00 PM
From: Dorine Essey	Respond to of 176387

STARCOM IP PRESIDENT TO INTERVIEW TODAY ON RADIOWALLSTREET.COM BUSINESS EDITORS/HI-TECH WRITERS PHILADELPHIA--(BUSINESS WIRE)--JAN. 19, 2000--DELL COMPUTER CORPORATION (NASDAQ:DELL), GATEWAY, INC. -------------------------------------------------------------------------------- PHILADELPHIA--(BUSINESS WIRE)--Jan. 19, 2000--Dell Computer Corporation (NASDAQ:DELL.O), Gateway, Inc. (NYSE:GTW.N), America Online, Inc. (NYSE:AOL.N) and Diamond Technology Partners Incorporated (NASDAQ:DTPI.O) will be discussed by Context editor Paul Carroll on RadioWallStreet.com Wednesday, January 19, 2000 at 5:00 PM EST. Joining Mr Carroll will be Starcom IP President, Rishad Tobaccowala, Investor Broadcast Network announced. The discussion today will be: "Convergence: The converging of the on-line and physical worlds pushing customer expectations to scary heights." This topic is from the most current, February/ March issue of Context the February/March issue of Context Magazine. To access this RadioWallStreet.com broadcast, investors should go to radiowallstreet.com. It may be necessary for first time listeners to RadioWallStreet.com to go to the website at least fifteen minutes before these events to download, and install any necessary audio software. For those unable to attend the live broadcast, replays will be available beginning approximately one hour after each event. There is no charge to access any event. If you are viewing this release after the day of the event, you will find this interview in the "All Recent Shows" section of the website. Questions for this RadioWallStreet.com event may be submitted in advance by e-mailing greg@vcall.com. Please reference date and time of the interview in the Subject of the e-mail. About Investor Broadcast Network

To: JRI who wrote (151623)	1/19/2000 6:24:00 PM
From: Geoff Nunn	Read Replies (1) \| Respond to of 176387

John - Re: but the other risk is, what I'll call, rightly or wrongly, the natural business risk of the (PC biz)...Dell is simply stuck in a very difficult industry..one in which it is awfully easy to screw up....due to many complex factors...as a result, it wouldn't surprise if Dell sells (should sell) at a bit of a discount (vs. another company in another industry, with the exact same fiscal growth prospects..but an "easier" industry....) By this logic, shouldn't we expect services of brain surgeons to sell at a discount?

To: JRI who wrote (151623)	1/19/2000 8:50:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

John - re: I still see Dell stock somewhere between 65-70 by Jan. 1, 2000. With 20-20 hindsight I will confidently say that didn't happen - I think you meant 2001...

To: JRI who wrote (151623)	1/19/2000 9:22:00 PM
From: Gabriel008	Respond to of 176387

John, thanks for the note. In my newsletter I recently stated that DELL is still the best managed company in the galaxy. I've watched them, the market and all other great companies that perform exceedingly well, yet I'm amazed at their ability to generate the numbers they do given the industry and the market segments they compete in. But, as you know, they are no longer my largest holding. That honor belongs to NT, QCOM, JDSU and BRCM. However, I'm expecting something dramatic this quarter because DELL management has been too quiet. The IDC numbers will confirm they've had a good to excellent quarter because of their preferential relationship with Intel. BTW, I'm coming down the 1st week of February for 2 months. I've narrowed my search to the Lauderdale area and Marco Island. Regards, Gabriel