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

To: kemble s. matter who wrote (154460)	2/29/2000 7:11:00 PM
From: Sig	Read Replies (2) \| Respond to of 176387

Hi Kemble: Isn't this what Dell is providing with their Web hosting? cbs.marketwatch.com <<<Service companies that deploy their customers' networks and then deliver software, customer service, human resources, marketing and other functions are among the hottest of the Internet infrastructure stocks on Nasdaq. "So we have the virtualizing of these companies and the movement of commerce to the Internet. Every step has a dozen opportunities in it, and they are huge," he says. "Three years ago no one would outsource mission critical enterprise. Now no one runs their own hosting service. So people said, 'What else can we move outside the corporation?' And when you do that, you create vertical companies, vertical opportunities," he said. Sounds like the best of a virtual world. >>>>

To: kemble s. matter who wrote (154460)	2/29/2000 10:14:00 PM
From: stock bull	Read Replies (3) \| Respond to of 176387

Hi Kemble, I have a knack of asking the right questions at the right time. <GGG> Seriously, if MD doesn't let the world know what his plans are for the company, I suspect the stock is just going to sit in the low 40's. It's a real shame, as the markets are making a lot of investor very rich. Stock Bull

To: kemble s. matter who wrote (154460)	3/1/2000 12:57:00 AM
From: calgal	Read Replies (2) \| Respond to of 176387

Kemble, Hi! More about the new CIO from Wal-mart! My response to your comments follows this link and article! :)Leigh news.cnet.com. Dell goes shopping at Wal-Mart for new CIO By Bloomberg News Special to CNET News.com February 29, 2000, 5:55 p.m. PT Quote Snapshot DELL 40.81 -0.19 WMT 48.75 +2.56 Enter symbol: Symbol Lookup More from CNET Investor Quotes delayed 20+ minutes ROUND ROCK, Texas--Dell Computer, the world's largest direct seller of personal computers, named former Wal-Mart executive Randy Mott as senior vice president and chief information officer. Mott, 43, was CIO at Wal-Mart, the world's largest retailer. He replaces Jerome Gregoire, who resigned last year to raise horses on his ranch near Austin, Texas. Mott will be responsible for managing all internal computer systems and Internet capabilities for Dell, which does $40 million in sales a day on the Internet. He will report to Dell Vice Chairman Kevin Rollins and to the office of the chief executive. Round Rock, Texas-based Dell's stock fell 19 cents to $40.81. The shares are down 20 percent this year. Shares of Bentonville, Ark.-based Wal-Mart rose $1.63 to $46.13, and have fallen 33 percent this year. Hi Again Kemble!!!! RE: More pieces of the DELL puzzle... "According to recent IDC research, the overall web-hosting market is expected to grow from $2 billion in 1999 to approximately $17 billion in 2003. Additionally, only one out of four small businesses currently have a website and only about one out of 10 of these sites have e-commerce capabilities*, presenting tremendous opportunity for Dell and Mercantec." Kemble, you said, "everything from a paper clip to a jet engine"...:o) BUY DELL Then, you said to Larry, "You wouldn't believe that your response was the precise topic of my discussion the other evening with someone...I too have longed for DELL to bang out the "out of box" ideas to analysts...Well, let's just say that the pieces of this complex puzzle(s) have tempted me for so long now and I too am growing impatient at waiting for "christmas".... :o) Frankly, I'd love to see the list of what they are doing for future revenue growth with all the details spelled out...I'm sure the competition would love to see this also... :o) I just know that the response I received was what I expected...DELL has always remained constrained and not been one to hype...Well, it's not what I would like to have at the moment...But, then I'm investing in DELL because of the trust and confidence I have in the management...Like I've said numerous times...I don't think they have been working on their golf games and hyping the stock...They've been bustin' butt on coming up with the most lucrative possibilities for their long term shareholders..." OT OT -- My response, sorry, if I get too philosophical. No, I don't think that Dell Management is working on their golf games either. I see the hand-writing on the wall. Yes, I believe that there is a big plan and that all of these little pieces fit. Waiting is tiring, but you can't show up for an appointment, until it is time ( I just read that). So, timing is everything. We just don't know all that takes place behind the scenes. I have faith and confidence in Dell's Management too, so I am hanging in there. And, there are too many obvious signals that shout "strong buy!" I was up until 3:30am last night working on a gameplan for my Boss, so I am on fumes right now. There are so many issues at work that are up in the air right now, too, so this is my year to grow in patience and faith! Back to Dell, I can't believe that Michael would say that 2000 would be the best year yet, unless he knew something that we did not. That is the simplistic view of someone who has not slept! You said it, Kemble, Buy Dell! :)Leigh