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

To: D. Swiss who wrote (156665)	5/1/2000 11:05:00 AM
From: John Koligman	Read Replies (2) \| Respond to of 176387

It's all because Dell was dropped from the 'Wired' index Drew. Regards, John <ggg> June's Wired Magazine Unveils Its Changes for the Annual "Wired Index" -- 40 Companies That Define the New Economy Business Wire ~ May 1, 2000 ~ 5:15 am EST SAN FRANCISCO--(BUSINESS WIRE)--May 1, 2000-- Dell Dropped; JDS Uniphase And Vodafone AirTouch Join Ranks Since 1998, the editors of Wired magazine have produced The WIRED Index (WIRX) , an annual collection of 40 companies in a broad spectrum of categories that represent the New Economy. In its first year, WIRX surged 81%, exceeding the performance of every other broad-based index. Even with the recent upheaval in the stock market today, the Wired Index still continues to produce an impressive rate of return. After close reevaluation of the New Economy, 33 out of 40 companies remain the same, and seven have been changed. The following seven companies have been removed from the WIRX: -- Monsanto has been dropped because "it has disappeared into a much larger and less distinctive enterprise." -- ThermoElectron was pulled because it could not sustain its ability to spin-off innovative new firms. PeopleSoft could not keep pace with the opportunities created by the Internet. -- Cable & Wireless, a global fiber-optic network, could not keep pace with competitors such as MCI WorldCom. -- Wind River and Acxiom were both taken off the index due to their inability to keep up with the pace of market growth. -- And finally, the most dramatic change is the removal of Dell. According to Wired, "This superstar rewrote the rules of the computer industry with its direct-sales strategy and, to its credit, has been trying to remake itself. But its core product now represents an increasingly narrow swath of the global computing fabric." Those added: -- Flextronics, Oracle and i2 are "helping companies create factories without assembly lines." -- BroadVision, chosen for its strong connection to e-commerce, builds software to manage information-rich electronic transactions. -- Vodafone AirTouch was chosen for structuring a globe-straddling wireless network that will make the Internet available anywhere and anytime. -- Aventis which replaces Monsanto on the list, is a European biotech firm that is becoming a leader for genetic engineering. -- JDS Uniphase, a revolutionary company, is changing the capacity of fiber-optic cabling. The remaining 33 are as follows: Affymetrix Microsoft AIG News Corporation American Online Nokia Applied Materials Nucor Charles Schwab PTC Cisco Systems Qwest Daimler Chrysler Reuters EMC Sabre Enron Schlumberger FedEx SmithKline Beecham First Data Sony Globalstar State Street Incyte Genonmics Sun Microsystems Intel Wal-Mart Lucent Walt Disney Marriott International Yahoo! MCI WorldCom There is one refinement -- AMR, the parent company of American Airlines, represented the vanguard of the travel business with its Sabre electronic reservation system. The editors decided that Sabre will stand on its own. The Wired Index issue also predicts new trends for the "New Economy": -- Increasing stock market volatility -- Commoditization of transactions -- Ubiquitous communication -- The return of the conglomerate -- Blurring of software and service -- A widening gap between old and new The June issue of Wired hits newsstands on May 16th. CONTACT: Wired Magazine, New York Robert Pini, 212/286-6993 or JP Communications Jennifer Polansky, 212/813-1700 05:00 EDT MAY 1, 2000

To: D. Swiss who wrote (156665)	5/1/2000 5:40:00 PM
From: D. Plen	Read Replies (1) \| Respond to of 176387

Drew: Re: Is this thread officially dead? There are fewer posts because we've all gone back to shovelling coal for a living, after the April Tech-wreck. Just kidding. (Dell held up reasonably well.) D.Plen

To: D. Swiss who wrote (156665)	5/2/2000 8:54:00 AM
From: Sig	Respond to of 176387

<<<Is this thread officially dead? I have never seen this thread this inactive.>>> Morning Drew: I am enjoying the peace and quiet and lack of speculation. Dells success is also built upon what they don't do. They don't go head to head with hwp ibm and cpq and eeee in the cutthroat consumer market of low margins. They don't "take on" Mot, Ericy, Nok, Coms by producing one more hand-held device because the price competiton is soon going to be monstrous and it would divert personnel from producing higher margin products.(servers) They contract out many services, because that is a whole different ball game requiring trained people worldwide and and a division greater than all the 35000 present employees And in dealing with people at scattered locations it is very difficult to implement the efficiencies Dell is famous for. They don't buy major companies because they would end up with obsolete facilities, again in scattered locations, with need to layoff or retrain employees. They did not layoff employees even when the Nashville facility had a surplus of people( for a very short time) So there is not much excitement in not doing things but what Dell IS doing is reaaaaaaaaaaaaaaalllllllllly rolling. So if one has 20k shares Dell, the paper profits are not what they used to be, a mere $3700/day ( or $25,900 per week) for the last 11 weeks. Its pitiful, there may be lawyers that make more. I am looking at the adds for small engine repair course in Mechanic Illustrated( make $400/per week in your spare time.) But haven't signed up yet. I had to give up on the idea of setting up a fruit stand out by the road- its a dead-end and even Michael knows that wouldn't work too well. Now for daily excitement, MOT plans a 3/1 split so I may jump on that. Brcm and Bvsn both up before the open.... Sig