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

To: kemble s. matter who wrote (154515)	3/1/2000 7:45:00 PM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

Kemble, Dell is going to make more money again! biz.yahoo.com :o)

To: kemble s. matter who wrote (154515)	3/1/2000 7:48:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

Kemble, how wide is your band? news.cnet.com

To: kemble s. matter who wrote (154515)	3/1/2000 7:57:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Kemble - re: it is only natural that these companies would look to Dell (their PC provider) for an e-Commerce solution. This week's computerworld has a well done feature on ecommerce vendors, including a table of leading vendors and case studies... they have HP, IBM, MSFT, Oracle, and Sun. Neither DELL nor CPQ got a mention. did you know Nasdaq is run on Dell servers??)... NASDAQ runs on Unisys and OpenVMS systems with some Tandem Himilaya in the mix. Some of the front end work is done by DELL - but IBM and CPQ also have a bunch of the front end business. The front end pieces are fungible - whoever has the low bid when they add systems gets the order. Unisys and CPQ seem to have a lock on the back end.

To: kemble s. matter who wrote (154515)	3/2/2000 2:54:00 AM
From: Ed Forrest	Read Replies (1) \| Respond to of 176387

Kemble From a email I received.I wonder what if any consequences for DELL?: Windows Event Horizon - An 'Internet Windows'? ----------------------------------------------------------------- This isn't news, in fact, it's based mostly on vague innuendo and educated inference. But the thing that most intrigued me about Microsoft's announcement on January 13 about Gates stepping down as CEO of Microsoft was a quiet comment or two concerning what Gates is planning to do instead. The point widely publicized was that he's picking up the role of "Chief Software Architect," a thought that probably has the full attention of lead developers and program managers all over Microsoft. But that isn't the part I want to talk about. Gates and Microsoft are focused on something new CEO Steve Ballmer called NGWS, for Next Generation Windows Services, in a speech made with Gates that day: microsoft.com For starters, think of NGWS as an Internet-based Windows. According to a Microsoft press release: "Microsoft plans ... to assemble the first Internet-based platform of Next Generation Windows, which will incorporate such features and capabilities as a new user interface, natural- language processing, application development approach, schema and new file system -- all of which have been in development. ... A key set of NGWS will be hosted on the Internet and will be infused into future versions of Windows. ... NGWS ... is the foundation of the company's software services strategy." That MS Press Release: microsoft.com Those two words, "software services," are the current Microsoft mantra. But when Microsoft talks about them, I think it means more than you might think. This is Microsoft's transitional marketing phrase that positions it as the likely candidate to harness the tsunami of Internet- and wireless-delivered business- to-business and business-to-consumer services that are the promise driving what Wall Street calls the "New Economy." This isn't about PCs, per se -- although they're a part of it. This is the beginning of the battle royale for control of what has also been called Pervasive Computing. Microsoft is very ambitiously planning to Windows-ify the Internet, wireless devices of all types, handhelds, and set-top boxes -- with the hope that its infrastructure will, as Ballmer says, "ignite opportunities for literally thousands of partners and customers around the world." In other words, they want to provide the enabling technologies and software that become the de facto standard for transforming the Internet and the devices that access it into the world's largest goods and services marketplace, and communications medium. It's a huge undertaking, and one I'm not sure any one company can dominate. But, as usual, you have to admire Microsoft's moxie. In January, Ballmer alluded to a major NGWS strategy day he called "Forum 2000." Sources tell me that currently June is the internal target for that event. You can be sure Winmag.com and Windows Insider will be following NGWS developments very closely.