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

To: kemble s. matter who wrote (151727)	1/21/2000 1:20:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Kemble & Thread: LONGonDELL is now LONGonFIBER. This change was made at the request of many of our fellow posters who thought that since I was no longer an owner of DELL, that my name should change. I owe the lion share of my portfolio performance from early 1996-early 1999 to one stock which comprised more than 90% of my holdings throughout that period, Dell Computer Corp. *My special thanks go out to Michael Dell, and Mort Topfer for creating outstanding* shareholder value for me and the other DELL shareholders during that period.** My new name places the portfolio emphasis where it currently ought to be, principally in the delivery of bandwidth through fiber optic networks (and secondarily through broadband wireless). I expect to be LONGonFIBER for the next several years. My best regards to all my friends on SI, LONGonFIBER

To: kemble s. matter who wrote (151727)	1/21/2000 3:51:00 PM
From: SecularBull	Respond to of 176387

In addition to WCOM, you might look at Qwest at these levels. I would expect it to move up behind LVLT, GBLX, and others. Best, LONGonFIBER

To: kemble s. matter who wrote (151727)	1/21/2000 5:54:00 PM
From: SecularBull	Read Replies (2) \| Respond to of 176387

Kemble, I just spent $14,200 on three new Dells. Regardless of what they say, the ASP is not dropping! I cut corners where I could (733 instead of 800 mhz for -$400), but damn if I couldn't get the cheapest one (w/o a monitor) for less than $3,000. The most expensive was $5,900. Maybe I'll buy back! <G> LoF

To: kemble s. matter who wrote (151727)	1/23/2000 7:28:00 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Kemble, Hi! I just saw this. Dell is just about the only one still standing. :) Leigh Compaq Might Miss Estimates, Lang Asset's Lang Tells Forbes quote.bloomberg.com Jan. 23 (Bloomberg) -- Compaq Computer Corp. could miss fourth-quarter earnings estimates of about 15 cents a share, Robert Lang of Atlanta-based Lang Asset Management told Forbes in its ``Streetwalker' column. After a $2.7 billion loss in 1998 and a second-quarter 1999 loss of $184 million, the personal- computer maker's shares hit a low of $19. Compaq's plan to copy rival Dell Computer Corp. and build computers to order isn't exactly ``crackling,' with Dell saying it can deliver the computers in a week, compared with two weeks for Compaq, Forbes said. Compaq's third-quarter profit was little changed as the world's biggest personal computer maker wrestled with slowing demand and lost market share to competitors. (Forbes 2/7 194) (To view Forbes on the Bloomberg, type FORB .) NYSE/AMEX delayed 20 min. NASDAQ delayed 15 min.