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

To: calgal who wrote (156430)	4/17/2000 9:00:00 PM
From: D. Swiss	Respond to of 176387

Leigh, $49 1/2 in after hours, not so terrible! :o) Drew

To: calgal who wrote (156430)	4/18/2000 10:50:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Leigh - I don't share the enthusiasm for remarks like this - it looks to me like "magician's patter" to distract investors from looking at what's really happening. CPQ still sells about 4 times as many servers as DELL world-wide - and outsells DELL on PCs world-wide as well. That hardly strikes me as CPQ being "in the rearview mirror". DELL has years of internal change and infrastructure building ahead of them before they can even be credible in accounts where SUNW dominates. Why start people on the road to comparison when DELL will surely make no progress in that attempt??? This spin is WAY ahead of where DELL is really at and I can not understand why management is starting this discussion. Why not focus on their current winning strategy in PCs, have people look closely at their (in my mind inevitable) climb to the top of the PC ladder? Could it be because they don't think that will move perception, the PC business being what it is? SUNW has set a high bar with their current earnings announcement. DELL will have a hard time competing against those numbers. Why not compare themselves to CPQ, HP, IBM, where DELL's growth will look good?

To: calgal who wrote (156430)	4/18/2000 1:42:00 PM
From: kemble s. matter	Read Replies (3) \| Respond to of 176387

Leigh, Hi!! RE: Yet price is paramount, and Dell's servers are cheaper than Sun's. "Sun has 52% gross margins, but it's artificial," says Dell Chief Financial Officer Thomas Meredith, who was Sun's treasurer before joining Dell. "They've had no competition for the past few years. If I were them, I'd take a razor to my operating expenses right now." forbes.com Just got back from the SWilliams Paint store I used to haunt...You know I actually have to climb ladders again...My own place needs it.. :o) Well, two of the managers up there have bought DELL due to my lack of business there the last three years...and one of them was just mentioning to me the article in Forbes and how outstanding things sounded for DELL's future...Basically, no matter how many shares you own...If you're going long on this company please read this article and keep a copy...No matter how many shares you own....Read this article...I bought another 1000 @48...If they're gonna throw this stock down to these levels for any reason ...Why not? DELL will be eating into SUNW soon enough...Watch it fly then... BUY DELL Best, Kemble