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

To: Yaacov who wrote (156652)	4/30/2000 2:51:00 PM
From: Sig	Respond to of 176387

<<<so maybe you can answer one question for me: Is the PC era over with? >>> Well, no, Yaacov the higher quality stuff is just getting started if we believe this Corning news. Here are the portables ( big for Dell), the flat screen desktops( big for Dell),etc biz.yahoo.com And a bit later the 1 ghz or 1.4 ghz processors from Intc which will expedite replacement cycles if the economy holds (G) Comparing Dell and brand"C" computers Dell Cpq Market cap 129 bil 50 bil ROA 18% 2.5% ROE 45% 5% Sales 25 bil 20 bil inc 1.67 bil 635 mil Recent figures has Dell employment at ~ 35K vs 25K a year ago or a 40% increase . Production per employeee was thus ~ 1 mil and a 40% increase could result in a 40% increase in sales, with a few 'ifs' involved. If the newer 3500 employees at Nashville are up to speed. The report was that Nashville was doing great, much better than expected, as a result of using the latest more efficient production line and methods. I remain optimistic that Dell can achieve what they said, a growth rate higher than 30% Meanwhile that Corning (GLW) looks very very good. Better that MYG (G) Sig (playing loose with figures)

To: Yaacov who wrote (156652)	4/30/2000 5:17:00 PM
From: calgal	Read Replies (2) \| Respond to of 176387

Yaacov: "Is the PC era over with? IBM, DELL, and CPQ and the rest! Maybe they have gone to where Sara Lee and Maytag have gone." From everything I have read, the PC is not going away. However, it is changing. I don't think that Michael plays the Wall Steet games. He is just doing business as usual and for him, that means running a well-managed company. Here are links to 2 articles that proclaim the PC is not going way. I maintain that PC's and handhelds will co-exist. I am still hanging in there. :)Leigh cnet.com. Intel VP: Long live the PC Despite a bombardment of Internet appliances, Web tablets, wireless handheld computers and Internet-enabled cell phones, Microsoft and Intel executives have used the annual Windows Hardware Engineering Conference here to mount a spirited defense of personal computers. Intel senior vice president Pat Gelsinger today echoed earlier comments from Microsoft chairman Bill Gates, using his keynote address to call reports of the PC's demise a "myth." The role of the PC is changing, Gelsinger conceded, but it is in no way obsolete. He argued that the situation is quite the opposite, with high-end software such as Windows 2000 and new Web-based technologies such as broadband Internet access and digital music downloading gobbling more PC power than ever. Gates: PCs will continue to reign By Stephanie Miles Staff Writer, CNET News.com April 25, 2000, 10:50 a.m. PT NEW ORLEANS--Microsoft chairman Bill Gates today attempted to convince hardware makers that in the age of Internet appliances and handheld devices, the PC is still king. cnet.com