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

To: kemble s. matter who wrote (157233)	5/17/2000 6:41:00 PM
From: calgal	Read Replies (2) \| Respond to of 176387

Hi Kemble! RE: "What do you think of this statement?" "BY 2003 IT (LINUX) AND MICROSOFT'S WINDOWS 2000 SHOULD HOLD ABOUT 80 PERCENT OF THE MARKET FOR SERVERS USED TO RUN BUSINESSES....IT'S CLEAR THAT LINUX IS QUICKLY GARNERING SUPPORT, ESPECIALLY AT THE EXPENSE OF PROPRIETARY VERSIONS OF THE UNIX OS." Also re: "What also sticks in the back of my mind is the quote from Andy Grove who was quoted many times that "currently there are only 4-5% of the servers available that will be needed by 2004 and all of those will have to be replaced"... Detective Clueso??? You there???....Got any idea why they own all that land? :o) Best, Kemble" Well, I doubt they're going to use that land to build condos. There is more to this than meets the eye. Trite, but true. It's been a long day for me! I will try to listen to this. There is a great deal of activity happening with Dell, but that's the norm. You make a great detective! Keep collecting those pieces. :)Leigh cnbc.com 5/17/00 - Dell Computer Interview From the Money Show in Las Vegas On RadioWallStreet.com PHILADELPHIA, May 17, 2000 (BUSINESS WIRE) -- Listen to RadioWallStreet.com's interview with Workstation Marketing Manager, Dave DuPont, discussing the new Dell Computer Corporation (NASDAQ:DELL) Precision Online Trading Workstation. This interview is being conducted from The Las Vegas Money Show Conference, hosted by InterShow, in Las Vegas, NV. This event will be available for on-demand listening Wednesday, May 17, 2000 at 12:45 PM EDT. To access this RadioWallStreet.com broadcast, investors should go to radiowallstreet.com. It may be necessary for first time visitors to RadioWallStreet.com to go to the site to download and install any necessary audio software. There is no charge to access any event. If you are viewing this release after the day of the event go to radiowallstreet.com. About Investor Broadcast Network Investor Broadcast Network, founded as Vcall in 1997, is the leading webcaster of investor events covering over 1200 public companies. The Company provides compelling investor content direct from companies and experts to more than 450,000 registered users through its Vcall, RadioWallStreet.com and Investor Conference broadcast services. RadioWallStreet.com provides unique and compelling interviews and roundtable discussions with leading executives and market experts for investors who want real-time analysis and insight direct from today's newsmakers. For more information on Investor Broadcast Network visit www.investorbroadcast.com. CONTACT: Investor Broadcast Network Greg Kettler, Executive Producer, 717/396-1116 x.304 7175-00 RWS URL: businesswire.com Today's News On The Net - Business Wire's full file on the Internet with Hyperlinks to your home page. Copyright (C) 2000 Business Wire. All rights reserved

To: kemble s. matter who wrote (157233)	5/17/2000 7:01:00 PM
From: calgal	Read Replies (1) \| Respond to of 176387

"For the period ending March 31, Soros boosted his stakes in Microsoft (MSFT: news, msgs) and fellow software maker Oracle (ORCL: news, msgs); American Online (AOL: news, msgs), the world's biggest Internet-access provider; and personal-computer makers Compaq (CPQ: news, msgs) and Dell (DELL: news, msgs)." Soros realigns portfolio amid losses Dumps telecom, communications and bank stocks cbs.marketwatch.com By Matt Andrejczak, CBS MarketWatch Last Update: 5:43 PM ET May 17, 2000 SEC filings WASHINGTON (CBS.MW) -- Legendary hedge fund investor George Soros, through his Soros Fund Management LLC, has substantially increased his position in blue-chip U.S. computer companies while turning away from well-known telecom providers. For the period ending March 31, Soros boosted his stakes in Microsoft (MSFT: news, msgs) and fellow software maker Oracle (ORCL: news, msgs); American Online (AOL: news, msgs), the world's biggest Internet-access provider; and personal-computer makers Compaq (CPQ: news, msgs) and Dell (DELL: news, msgs). The Hungarian-born and New York-based Soros, who is currently building up his cash reserves after suffering steep losses in technology stocks the past several months, decreased his holdings in Nextel Communications (NXTL: news, msgs), Qualcomm (QCOM: news, msgs), Sun Microsystems (SUNW: news, msgs) and DoubleClick (DCLK: news, msgs). Market toll The value of Soros' investments during the first quarter shed more than 3 percent to $8.34 million vs. $8.62 billion as of Dec. 31, 1999, according to a 13-F document filed with the Securities and Exchange Commission earlier this week. Some of Soros' notable buys in the first quarter included 1 million shares of Home Depot (HD: news, msgs); 835,300 shares of Donaldson, Lufkin & Jenrette (DLJ: news, msgs); and 500,000 shares of Goldman Sachs (GS: news, msgs). He unloaded all of his shares of Clear Channel Communications (CCU: news, msgs); Echostar Communications (DISH: news, msgs); Reynolds Metals Co. (RLM: news, msgs); and UAL Corp (UAL: news, msgs), the parent of United Airlines. Soros also sold off well-regarded banks Wells Fargo (WFC: news, msgs) and SunTrust Banks (STI: news, msgs). Charles Gradante, chief investment officer of Hennessee Hedge Fund Advisory Group, a hedge fund tracking firm, said there is nothing unique to Soros' current holdings. Nothing unique "It's a typical portfolio ... (there is) nothing in there that other hedge fund managers don't own," Gradante said in an interview with CBS.Marketwatch.com. "There are no golden nuggets," he added. Interestingly, it appears that Soros is still in the midst of raising cash because 50, or about 14 percent, of his 365 investments are valued at less than $1 million -- somewhat unusual for an $8 billion fund. Last month, Soros announced that he was refashioning his flagship Quantum Fund into the Quantum Endowment Fund. It will focus on more-stable positions in the financial markets and reliable streams of income. Matt Andrejczak is a reporter for CBS.MarketWatch.com.