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

To: Sr K who wrote (153591)	2/11/2000 8:17:00 AM
From: GVTucker	Respond to of 176387

Sr K, RE: W2000 is not a consumer OS, so Niles' comment that this would help consumer sales -- Niles thinks it is significant that the pc will start getting more memory per box and consumers will want to make sure they have that for Windows 2000, so that's a benefit for DELL. -- is out of left field. In fairness to Niles, this is more likely a reporter's misquote rather than Niles not understanding his company. Here is Niles' one comment about Win 2000 in this morning's DELL note: "We believe sales in servers and storage will be driven this year by the Windows 2000 launch as well as Dell's continued support of the Linux operating system." This seems be a point that can be supported by logic.

To: Sr K who wrote (153591)	2/11/2000 10:30:00 AM
From: rudedog	Respond to of 176387

Sr K - You see it about as I do. I would have been happier if management had addressed this more directly, along with a plan (with some substance) to do better than that going forward. Instead I think they have set themselves up for expectations they will have a hard time meeting.