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

To: kemble s. matter who wrote (155074)	3/14/2000 6:33:00 PM
From: calgal	Respond to of 176387

Hi Kemble! RE: "Assuming Round Rock-based Dell can find workers in coming years, the company has "a massive opportunity" to grow along with the Internet, he said. Besides making personal computers, the company will be focusing on building the Internet infrastructure." The latest from Marketwatch...Another exciting day! Definitely not boring! The guy who owns the valet service in my office building came running up to me today, with a Dell quote on his phone. :)Leigh cbs.marketwatch.com A.G. Edwards jumps on Dell bandwagon It's getting to be a little boring and repetitive but Dell stockholders won't complain. Shares of the largest direct seller of personal computers jumped to yet another 52-week high Tuesday as A.G. Edwards analyst Jimmy Johnson joined what is turning into a parade of sell siders who have upgraded the company. Dell (DELL: news, msgs) received its third upgrade in as many days Tuesday as Johnson raised his rating to "buy" from "accumulate" and lifted his price objective to $70 from $56. The move follows a PaineWebber's upgrade of the stock to "buy" from "attractive" on Friday and Robertson Stephens' boost to "strong buy" from "buy" on Monday. Noting the stock's recent momentum due to a brighter second half outlook, Johnson said he thinks dell is well positioned to take advantage of Windows 2000 demand during that period. Furthermore, Johnson said he thinks that the company's B2B e-commerce alliance with Ariba announced late Monday will help accelerate Dell's market share opportunities and cut its internal operational costs as it continues to transition to an Internet/e-commerce company. Dell shares finished the day up 1 3/16 at 55 15/16 after hitting the new 57 15/16 high.

To: kemble s. matter who wrote (155074)	3/16/2000 11:57:00 AM
From: calgal	Read Replies (1) \| Respond to of 176387

Hi Kemble! Agile enters software license pact with Dell marketwatch.newsalert.com Reuters Company News - March 16, 2000 11:24 NEW YORK, March 16 (Reuters) - Agile Software Corp. said on Thursday it entered a software license pact with Dell Computer Corp., which will use the software to manage its internal operations and supply chain. Agile's "Agile Anywhere" software, which allows buyers and suppliers to collaborate, will be integrated with Dell's supplier Internet portal. "With Agile Anywhere, Dell will rely on a single system to manage a process that required three systems in the past," said Martin Garvin, chief procurement officer at Dell. Dell, the top direct seller of computers, will also recommend the product to its suppliers worldwide. As part of Agile's initial public offering in August 1999, Dell took an equity stake in Agile. The pact includes licenses for more than 3,500 users within Dell's internal operations and its supply chain. Agile shares, which rose as high as 165-1/2 after the news was announced, were up 3-3/16 to 153-3/16 in Thursday morning trade on Nasdaq. Dell shares fell 1-11/16 to 52. Copyright 2000 Reuters Limited. All rights reserved.

To: kemble s. matter who wrote (155074)	3/18/2000 12:37:00 AM
From: calgal	Read Replies (2) \| Respond to of 176387

Hi Kemble! HP launches Web Hosting with a twist. Dell has the bigger picture. That is just my opinion. I hope your nephew's tournament in St. Louis goes well! :)Leigh Dell recently made several investments in Web hosting firms and application service providers (ASPs)--including Interliant and NaviSite--to gain a wider presence in the market. ASPs allow companies to rent expensive business applications on a hosted, per-user/per-month basis. dailynews.yahoo.com Friday March 17 06:00 PM EST HP attempts to play host with pay-per-use service Melanie Austria Farmer, CNET News.com Hewlett-Packard plans to launch a series of Web hosting services with a special twist--customers will be billed simply for the services they use, similar to how a utility bills for water or gas. Latest Tech News Download Free Software Find Product Reviews Free Tech Help Next week, HP will unveil a new hosting service called Infrastructure-on-Tap. Under the plan, HP will provide all the technology necessary to start and manage a Web site, including hardware, data storage, network security, maintenance, network connections and other IT support. All a company has to do, HP says, is figure out how much traffic or business the site will draw. Customers will not have to sign a binding service agreement or pay any up-front fees for the hosting services, HP said. Instead, companies pay only monthly fees for services used. HP plans to target companies that focus on business-to-business exchanges, or marketplaces, initially for the new services. A number of the larger PC makers, such as HP, Dell Computer, Compaq Computer and IBM, have thrown their hats into the ring by offering Web hosting and application services. The companies are targeting products and services at growing Web businesses in an effort to better tackle the Internet and gain new revenue streams. Dell recently made several investments in Web hosting firms and application service providers (ASPs)--including Interliant and NaviSite--to gain a wider presence in the market. ASPs allow companies to rent expensive business applications on a hosted, per-user/per-month basis. Rival Compaq invested in FutureLink, and most recently in ASP Digex, to further its entry into the market. HP did not disclose specific pricing details for the plan. "You'll be able to get your computing power just like your electricity, by plugging in," said Frank Barker, a general manager at Palo Alto, Calif.-based HP. "HP will design and run your whole computing infrastructure for you,?not just host your Web site." GartnerGroup analyst Stephen Elliot said that for HP to stand out in a rapidly growing market, the company needs to become a full service provider. "Rather than just offering real estate and a Web site hosting service, HP can compliment that by offering management services, managing the Web site, managing applications," said Elliot. "Most hosting companies are not at this point yet. They're still in the first stage, mainly providing the big, bandwidth pipes." Elliott added that the pay-per-use pricing model HP plans is fairly new, and that companies have expressed interest in it. Whether customers will prefer to pay as they go or stick with solid contracts remains to be seen. Regardless, Elliott said HP will be able to use its model as a competitive advantage, at least in the short term. "Certainly the easy-to-understand pricing models tend to win out," said Elliot. "All contracts will come under increasing pressure as competition increases. Right now there's a lot of flux occurring in the market." Later this month, HP will announce another hosting plan for established companies with more elaborate systems. HP's Managed Web Solutions is also based on the pay-as-you-go pricing model. Under the plan, HP said it will manage system migration and integration issues, as well as custom design computing systems for customers. Large Web hosting firms, such as Exodus and Digex, also provide companies with Internet connections and data center facilities necessary to run a Web site. But they typically charge an initial set-up fee and require customers to sign-up for between one year and three years of service. For example, aside from initial set-up fees, Exodus charges extra for network security and management monitoring services. Digex also charges companies an initial fee plus monthly fees for hosting services. The announcements mark HP's second attempt to crack the hosting market. Last April, the company announced an e-commerce hosting plan comprised of software and services from third-party providers, including Cisco Systems. The new hosting programs are being offered directly through HP.