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


To: kemble s. matter who wrote (156054)4/6/2000 9:19:00 AM
From: Patrick E.McDaniel  Respond to of 176387
 
55 1/4 by 55 now.



To: kemble s. matter who wrote (156054)4/6/2000 9:22:00 AM
From: Patrick E.McDaniel  Respond to of 176387
 
``During this period of extreme volatility we recommend technology names (in whose fundamentals) we continue to have high conviction,' the firm said in a report."

RESEARCH ALERT - Goldman names 'super seven' tech cos

NEW YORK, April 6 (Reuters) - Goldman Sachs said on Thursday it had named ``super seven' high-technology companies it
preferred in a volatile market.

--The seven include electronic commerce and payment services company First Data Corp. (NYSE:FDC - news); software
company Oracle Corp. (NasdaqNM:ORCL - news); and electronic systems maker Teradyne Inc. (NYSE:TER - news).

--Others are Canadian communications chip maker PMC-Sierra Inc. (NasdaqNM:PMCS - news); data storage systems maker
EMC Corp. (NYSE:EMC - news); Internet gear maker Cisco Systems Inc. (NasdaqNM:CSCO - news); and No. 2 personal
computer maker Dell Computer Corp. (NasdaqNM:DELL - news).

--``During this period of extreme volatility we recommend technology names (in whose fundamentals) we continue to have high conviction,' the firm said in a report.

--``Our 'super seven' list represents stocks we view as core holdings.'



To: kemble s. matter who wrote (156054)4/6/2000 5:16:00 PM
From: calgal  Read Replies (1) | Respond to of 176387
 
American Airlines chooses Dell for worker-PC program

marketwatch.newsalert.com

Reuters Company News - April 06, 2000 16:02

FORT WORTH, Texas, April 6 (Reuters) - AMR Corp.'s American Airlines and American Eagle on Thursday said they had chosen Dell Computer Corp. to provide computers to their 100,000 employees under a previously announced programme.

American plans to spend at least $15 million a year during the next three years to subsidise the cost of the computers, printers and access to the Internet and to the company's internal network.

An Internet service provider will be named at a later date, AMR said. Copyright 2000 Reuters Limited. All rights reserved.



To: kemble s. matter who wrote (156054)4/6/2000 5:49:00 PM
From: calgal  Read Replies (2) | Respond to of 176387
 
Dell says it's speeding into Internet business

dallasnews.com

04/06/2000

By Leah Beth Ward / The Dallas Morning News

NEW YORK ? Dell Computer Corp. said Thursday that it is moving at full speed into the growing market for Internet infrastructure as more companies ? especially small and medium-sized ones ? rush to create an online presence.

Internet infrastucture is the combination of hardware, services and access underpinning the electronic economy.

The shift reflects the realities of falling PC prices and Dell's admission in March that it won't be able to sustain last year's growth rate of 38 percent in the current year.

"What we're doing is moving from providing products to service," chairman and chief executive Michael S. Dell told Wall Street analysts at a conference here.

But positioning itself as an Internet one-stop shop while keeping its cache as a "close-to-the-consumer" computer company could be tricky, analysts said.

Dell pioneered the direct method of computer sales, online and by phone, giving it a leg up on pricing.

Few question the potential of the infrastructure market. Projections are that it will grow from $124 billion last year to $370 billion by 2003.

To capture a chunk of the business, Dell Computer, based in Round Rock, Texas, outlined several new initiatives.

Central to the strategy is the market for low-cost servers, special appliances devoted to such tasks as Web serving.

Mr. Dell minimized the importance of rival Compaq Computer Corp.'s lead in the server market, suggesting it gained the position through acquisition, not internal growth.

"They got the lead by buying Digital [Equipment Co.],' he said. "But we took 10 points of market share last year, and when we're the leaders we're going to shout it from the mountaintops."

Mr. Dell ducked a question about the effect on Dell of the antitrust verdict against Microsoft Corp. Like other PC companies, Dell is intimately tied to Microsoft's Windows operating system.

"We're not here to discuss Microsoft," he said, adding that he expects no diminution of demand for the Redmond, Wash., company's products because of the ruling.



To: kemble s. matter who wrote (156054)4/6/2000 11:13:00 PM
From: Patrick E.McDaniel  Read Replies (1) | Respond to of 176387
 
Kemble, here is the link you wanted.

dell.broadcast.com

Pat