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

To: JRI who wrote (152544)	1/28/2000 12:18:00 PM
From: dav	Respond to of 176387

CPQ is BORING, BORING,BORING!!!!!

To: JRI who wrote (152544)	1/28/2000 12:47:00 PM
From: Sig	Read Replies (2) \| Respond to of 176387

Tech stock bulls are taking down the tents and loading up the wagons to move to greener pastures for a few days. Mr G. has promised riches in the bond market. I will decline the invitation to accept 6.4%/yr. Even Dell should appreciate by over 30% this year. Nas down 100, Dell=even SES

To: JRI who wrote (152544)	1/28/2000 1:22:00 PM
From: jim kelley	Read Replies (3) \| Respond to of 176387

"Wow....Yesterday, I posted (to you) a 12-month price target of 52...and low and behold, Steve Fortuna of Merrill Lynch comes out (10 minutes later)..with the same 52 price target.." Why don't you apply for his job.<G> "Now (per Stockman's posted article)...Kumar, apparently, is looking for 35% revenue growth (in the next year)...exactly what I posted in my analysis yesterday....Similiarly, Kumar believes Dell is trying to underplay (Intel/Microsoft) earnings in the coming period...." Reminds me of the Saturday Night skit on "Lower Expectations" where the fat guy gets a fat girl. The growth rates of 30 to 40 % have been put out by the analyst community before DELL's CC. So there is nothing new here except the recognition by the company that it is going to be hard to sustain 40% growth when semiconductor pricing is hard and ther are so many product transitions going on. "Sometime FUD does work! (you think some of these guys read the thread?)..." Of course they do! But we are the ones getting fooled. We do not get the inside info from the analyst community. Remember DELL's performance used to be predictable before all these product transitions. They get to sit down with MD and TM we don't. Amazon layoffs? The beginning of quite a slide....

To: JRI who wrote (152544)	1/28/2000 11:07:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

I would love to see DELL do a nice size strategic acquisition too.!! There are some very high potential firms that are pioneers in the data storage field. DELL is investing in one called Storagenetworks. I expect that we may see DELL more aggressively ramp up their efforts in the very lucrative storage marketplace. ------------------------------------------------------------------ JRI: Ceck out the fine print in this new Red Herring article... <<Storagenetworks stows big money for big plans By Matthew A. DeBellis Redherring.com January 28, 2000 It's a good thing 18-month-old Storagenetworks fell into $103 million in a third round of venture financing this week, bringing its total VC bounty to $205 million. The company plans to spend $700 million to build its "global data storage network" over the next four years. Grease monkeys swing on Net Softbank swears to uphold the law Commercialware startup or start over? The third-round investors were computer retailer Dell Computer (Nasdaq: DELL), telecommunications firm Global Crossing (Nasdaq: GBLX), and Exodus Communications (Nasdaq: EXDS), a provider of data centers. Network Appliance taps into the data storage boom. EMC extends its market reach with the acquisition of Data General. Brocade's storage products are benefiting from the data boom. Storagenetworks is doing business in what's dubbed the "storage service provider" market, where third-party companies maintain, back up, and recover data as an off-site service on a subscription basis. A $21 billion business last year, the storage service provider market will reach $24 billion this year and $40 billion in 2003, according to market researcher IDC. ITS DAY WILL COME Despite the paltry numbers for the storage services market, analysts say the business of outsourcing data management will grow during the next few years as more companies become comfortable with outside experts maintaining their data. Some of the world's largest technology and telecommunications companies are entering the business. Thursday AT&T (NYSE: T) teamed with Cisco Systems (Nasdaq: CSCO), Hewlett-Packard (NYSE: HWP), IBM (NYSE: IBM), Sun Microsystems (Nasdaq: SUNW), and EMC (NYSE: EMC), which makes data storage and retrieval technology, to develop network services primarily for application service providers (ASPs), which host software applications. Storagenetworks seems to have come out a winner in this big partnership, because AT&T's plan calls for Storagenetworks to provide storage services at some of AT&T's selected data centers. Last September Qwest Communications (Nasdaq: QWST) partnered with HP to offer similar services. Besides plans by industry behemoths to encroach on Storagenetworks's territory, several startups are quietly preparing to launch competing services. "Storagenetworks is out plowing a green field, and right now there isn't anybody else in the field," says John Webster, an analyst at Illuminata, a market research firm. "But that won't last for long. Some more serious competitors could appear in a heartbeat." IN PERSPECTIVE Two hundred million dollars is a lot of dough, but not nearly enough for the Waltham, Massachusetts-based company to build a $700 million global data storage network. Cofounder and CEO Peter Bell was cagey when it came to talk about a next round of funding or a public offering. Storagenetworks is an attractive takeover target because it was first to market with a focused data management business, says Steve Duplessie, a senior analyst at market researcher Enterprise Storage Group. Telecommunications outfits such as Global Crossing and Qwest may be interested in Storagenetworks, as might computer hardware makers Compaq Computer (NYSE: CPQ), Dell, HP, IBM, and EMC, analysts say. While analysts speculate, Storagenetworks continues to open more data centers. Next week it opens a London center, a part of its plan to increase the number of locations from 14 to 60 by year's end, Mr. Bell says. A Frankfurt, Germany, center will open by this March, followed by Tokyo and Singapore centers this fall. So far, 85 customers pay an average of $40,000 per month for Storagenetworks's service, says Mr. Bell. According to analysts, companies most interested in Storagenetworks's service are ASPs and Internet service providers (ISPs). It's harder to persuade Fortune 500 firms that their data is better handled by someone other than themselves, they say. >>