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To: Process Boy who wrote (98716)	2/10/2000 6:35:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

PB, from Dell's earnings, and some words from Danny Boy. I didn't give Dell credit in the server area in a post I made early today. Looks like they are a force in servers. Maybe not the big ones yet, but... DELL now accounts for 40% of the growth in the server market; grew its market share here from 2% in 1995 to 25% for the recently completed quarter; Windows 2000 should spur them even higher - beyond the box revenues are growing at rates over 40%/year - relationship with AOL was announced today where DELL will pre-install AOL software on some of its boxes Niles commented that it is important to note that DELL provides more servers to dotcom companies than even SUNW. Investment gains are above Wall Street expectations and growing revenues by over 30%. Profits were squeezed because (1) INTC could not supply enough products to DELL and (2) big corporations did not want to buy pc's at the end of the year, with y2k concerns. Both these issues are in the past and margins are starting to look better. Niles says that DELL will be at $50 by latter part of this year and it is time to buy the stock.

To: Process Boy who wrote (98716)	2/11/2000 8:21:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

PB, RE: Of note, does not anticipate Celeron as option for Corporate IT DT, citing Win2K. A lot of small businesses like mine bought Celeron based machines over the past couple of years, because we really only use the machines for things like the 'Net, word processing, and accounting. And the Celeron runs just fine on Linux and NT 4.0. Couldn't this also be a reason for people to delay the upgrade of both machines and OS? After all, this is one of the primary reasons for my keeping my Windows part of the office at NT 4.0, although it is only 3 machines.