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

To: kemble s. matter who wrote (156678)	5/2/2000 1:17:00 AM
From: calgal	Respond to of 176387

Hi Kemble! Merry Christmas! What does not signify "Buy Dell," for you? Re: "And the article says "robust"...If that is a direct quote from Michael ("ROBUST") Patrick better be saving for that steak dinner...It's his favorite word and signals one thing: BUY DELL" Do you prefer robust to super? I am starting a new business group for my company that is more mobile and gets me away from the day-to-day office duties. We have Reps from LA to DC and all in between, so I am thrilled to start this new venture! I am in charge of our Web Site too, so maybe being a Dell shareholder will pay-off! Maybe I will make enough to buy more Dell! Earnings are 5/11? That's my Mom's b-day. Go Dell! :)Leigh

To: kemble s. matter who wrote (156678)	5/2/2000 2:01:00 AM
From: calgal	Respond to of 176387

IBM to unveil component marketplace on Net Kemble, what is your take on this? :)Leigh cnet.com. By Michael Kanellos Staff Writer, CNET News.com May 1, 2000, 5:25 p.m. PT IBM will unveil an electronic marketplace for computer components later this month that will function similar to one announced today by a consortium that includes Hewlett-Packard and Compaq. Big Blue and approximately nine other electronics giants are in the process of setting up an Internet-based component market that will effectively allow participants to transfer purchasing and inventory management functions to the Web, said Steve Ward, general manager of the industrial sector at IBM. The purpose of the exchange is to eliminate inefficiencies in the purchasing process. The companies participating in the development of the marketplace each buy approximately $10 billion worth of components a year, he said. Currently, suppliers largely have to notify buyers individually about the current availability of products while buyers have to shop around. With an electronic exchange, the seller only needs, ideally, to list products once. Although general price and product supply information will be listed publicly, the exact terms of a sale remain confidential. "The real advantage here is that you can simplify the rudimentary work," Ward said. "This allows us to migrate everyone to a common procedure for data exchange." Conducting these transactions via the Web costs less than using phones or fax machines. Last year, IBM, for instance, spent $13 billion on the web for parts, saving $250 million, the company said. Ward would not identify the other companies participating on the project or the exact number of companies that will list products on the exchange. Nonetheless, he said that the software for the marketplace would likely come from IBM, Ariba or I2. These two companies have worked on other IBM exchanges. Earlier today, a consortium that includes HP, Compaq, Gateway, AMD and Infineon announced it was creating an electronic marketplace for exchanging components. Each of the participating companies will donate $100 million to the effort. Although the two groups are working separately, it is likely customers will be able to bounce between electronic marketplaces fairly easily. "In general, these exchanges will have to interoperate," Ward said.

To: kemble s. matter who wrote (156678)	5/2/2000 2:19:00 AM
From: calgal	Read Replies (1) \| Respond to of 176387

Dell: Antitrust laws outdated Computer magnate says parts of federal law unduly penalize many companies -- not just Microsoft. Kemble, Michael's stance... He sounds like he would be a good candidate for VP though. :)Leigh zdnet.com By Staff, ZDNet News May 1, 2000 2:02 PM PT OLYMPIC VALLEY, Calif. -- Michael Dell once again backed Microsoft Corp. in its antitrust travail, warning Monday against government interference in the software industry and calling antitrust laws outdated. "I don't think people in (the U.S. Dept of) Justice have a good understanding of the issues, and we don't want people in the government architecting software," said Dell, CEO of Dell Computer Corp. (Nasdaq: DELL) and an ardent supporter of presidential candidate George W. Bush. Dell made his remarks during a wide-ranging question-and-answer session at the Venture 2000 executive conference here this week conducted by Red Herring magazine. In keeping with his oft-stated position, Dell said free-market forces should prevail in the Microsoft (Nasdaq: MSFT) case, despite the company's past behavior. Do antitrust laws need to be overhauled? Dell: Antitrust laws outdated There is "no question that Microsoft is intensely competitive and goes out of its way to gain market share in all of the markets it's in," Dell said, but "the market will be a better determinant of whether a company's products are worthy of customer demand." Dell also said the Microsoft case points to the need to overhaul antitrust laws. "The laws being cited are relatively outdated and raise lots of questions about how businesses are able to extend their capabilities and grow," he said. He specifically noted those parts of the antitrust law that forbid tying one product to another. In the Microsoft case, the government argued that the company asserted an unfair advantage by building deep hooks from its Internet Explorer browser into its Windows operating system. Linux unstoppable, anyway As things currently stand, Dell asserted, antitrust laws pose a dilemma to dominant companies. 'I don't think Microsoft can do anything to stop Linux from succeeding, so we have a competitive open market' -- Michael Dell Any company with high market share faces legal issues by making its products work together, Dell said. What's more, making products compatible is a fundamental ambition of any technology company, not just Microsoft. Dell also argued that Microsoft hasn't used its market dominance to artificially inflate prices for its operating system. "If you look at the cost of the overall system, the OS is a pretty small cost," he said. Also, "we're beginning to see new forms of competition with Linux," he said, referring to the alternative operating system that's emerged from the open-source movement of software development. "I don't think Microsoft can do anything to stop Linux from succeeding, so we have a competitive open market." Dell also delivered an upbeat assessment of Linux prospects, saying that by 2003 it and Microsoft's Windows 2000 should hold about 80 percent of the market for the servers used to run businesses. He said it's clear that Linux is quickly garnering support, especially at the expense of proprietary versions of the Unix OS. Handheld devices? Dell, who is actively involved in Bush's presidential campaign, also let it be known that Bush's list for a vice presidential running mate is shorter by at least one. Dell said he's "definitely not" a candidate himself. He refused to speculate on who is, however. On another matter, Dell indicated that his company needs to move into the market for post-PC devices -- when the time is right. "Clearly having devices attached to servers and storage is key for Dell," he said. "We haven't seen a compelling-enough handheld business at the device level."