Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: OLDTRADER who wrote (153932)	2/15/2000 3:50:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

DELL's Back on Bill's Team <VBG>....FYI... upside.com <<Dell's Back on Bill's Team February 15, 2000 Upside Online by Ryan Tate Dell (DELL) Computer Corp. CEO Michael Dell sounded a strong note of unity with Microsoft (MSFT) at the first day of the Windows 2000 conference in San Francisco Tuesday, pledging that the new operating system will steal market share from Unix. Dell's comments came just five days after he roiled Microsoft investors by praising the Linux operating system and noting that "we don't see a massive immediate acceleration [in sales] due to Windows 2000." Meanwhile, he said, the company would undertake a "major embrace of Linux." Dell Computer invested in Red Hat (RHAT) and TurboLinux last year. But Dell may have changed his tune. At the end of a 45-minute presentation to software developers, tech executives and press on what Dell has done with Windows 2000 over the last six months, he predicted that "the scalability and reliability of Windows 2000 will allow us to further encroach on the Unix market." Despite Dell's talk of "further" encroachment, Windows NT's share of the server operating system market was flat between 1998 and 1999, according to IDC, staying at 38 percent in both years. Linux's share rose from 16 to 25 percent, while Unix variants other than Linux fell from 19 to 15 percent. In fact, Dell's look at Windows 2000 played up its Unix-like attributes: reliability and scalability were at the top of his list of four critical Windows 2000 features (the other two were managability and flexibility). "Reliability is the first and a very very key part of the IT infrastructure," he said. "Five years ago, if a Web site went down, the users maybe went nuts and maybe the CIO heard about it. These days, the CEO hears about it, it tears a company apart from the inside and everything ends up on CNN." The software executive also took a swipe at rival and Texas neighbor Compaq (CPQ), bragging about how much Dell's share of the server market has grown while Compaq's remained flat. At the end of a response to a customer who asked why he should buy from Dell rather than "the guy 135 miles down the road" -- Compaq is headquartered in Houston while Dell is in Austin -- he pointed out that while Dell has seen steep growth in server sales in each of the last five years, Compaq's server sales were flat. "Customers are voting with their feet and their dollars," he said. Ryan Tate is a freelance writer living in Berkeley, California. >>

To: OLDTRADER who wrote (153932)	2/15/2000 5:32:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

OT, Hi!! RE: RE:DELL bottomed this AM IMO-I bought 2000 more-Doing my reverse raindance to assist in it's overdue recovery.Best Well, the big boys usually buy for 9 months....or at least that is what one survey I read mentioned...and let's see...where will DELL be with RMBS flowing....W2K absorbing into corporate America...Linux pushing a new wave of buying...and then we have the out of box goodies that DELL has been planning for a long time...IMO the street will have a whole new view of DELL....Especially when some of that service that Kevin Rollins mentioned this summer begins showing up on the books...Not to mention this AOL situation...Still trying to figure out how this can be tied to further profit....Gigabuys and the ISP service...Not exactly the DELL I bought in 2/96 huh? :o) Best, Kemble