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

To: kemble s. matter who wrote (157844)	6/12/2000 3:09:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176388

excellent running commentary report on the economy: ragingbull.com one thing they fail to mention is that the IBS (International Bank of Settlements), the bank the US Federal Reserve, and other G7 members utilize to square off their debt loads, is the bank to be watching to determine interest rate direction. Greenspan has separated from the IBS in the past, but not very often. Indications are, though, that Greenspan is beginning to consider the interests of the U.S. over those of the IBS. This would be truly heroic on his part.

To: kemble s. matter who wrote (157844)	6/12/2000 3:30:00 PM
From: calgal	Read Replies (1) \| Respond to of 176388

6/12/00 - Bear Stearns On Pace for Record Setting Attendance At Technology Conference Hi Kemble! Dell is participating in this conference. Leigh cnbc.com NEW YORK, Jun 12, 2000 (BUSINESS WIRE) -- Registration for Tech 2000 Closing in on 2000 Bear Stearns & Co. Inc. is hosting its 11th Annual Technology Conference, Tuesday, June 13 through Thursday, June 15, 2000 at the Grand Hyatt in New York. The event, which will attract close to 2000 attendees, is an established source of cutting-edge information on leveraging technology in the new economy. Each year attendance has grown at the Conference by attracting future-oriented executives, premier industry experts, and leading software developers. The three-day conference boasts company presentations highlighted by illuminating keynotes and panels on the direction of the digital world. The new feature this year will be an e-Logistics Track, which will cover e-commerce and the supply chain. Keynote Presentations Will Be Delivered By: -- EMC Corporation, Mike Ruettgers, Chief Executive Officer -- First Data Corp., Charlie Fote, President and Chief Operating Officer -- FreeMarkets, Inc., Glen Meakem, President and Chief Executive Officer -- National Semiconductor, Brian Halla, Chief Executive Officer -- United Parcel Service, Inc., Dan DiMaggio, Chief Executive Officer of UPS Worldwide Logistics Panel Presentations Will Include: -- "Technology Investing In The Internet Age" Featuring: Andrew Neff of Bear, Stearns & Co. Inc., James Cramer of TheStreet.com, Paul Wick of Seligman Technology Group, Brian Salerno of Munder Capital Management and Elizabeth Mackay of Bear, Stearns & Co. Inc. -- "VC Visionaries At The Speed Of Light" Featuring: Robert C. Harris, Jr. of Bear, Stearns & Co. Inc., Ross Goldstein of Draper Fisher Jurvetson Gotham Ventures, Charles Lax of Softbank Capital Partners, Cliff Friedman of Constellation Ventures, Marc McMorris of General Atlantic Partners, LLC and Kenneth Schiciano of TA Associates, Inc. -- "Internet Security In The 21st Century" Featuring: Bob Lam of Bear of Stearns & Co. Inc., Sreekanth Ravi of SonicWALL, John Ryan of Entrust Technologies and Jeff Smith of Tumbleweed Communications. -- "Freight Auction/Exchanges, What Impact Will These Evolving Exchanges Have on Old-Line Carriers?" Featuring: National Transportation Exchange, Celarix, Global Freight Exchange, FreightMatrix -- "Supply Chain Logistics, Reducing Costs by Improving Supply Chain Efficiencies" Featuring: Menlo Logistics (4PL, division of CNF), FedEx Logistics (4PL, division of FedEx) and Freightwise (Manugistics/BNSF) -- "Consolidators, Adding Value for Customers Through Consolidation and Aggregation" Featuring: i-Ship (aggregator), TruckersB2B.com (on-line purchasing site) Participating Companies Currently Include: (CEOs, CFOs or Other High Level Executives will be presenting) About.com, Inc. AccuShip Adaptec, Inc. Advanced Digital Information Corp. Aether Systems, Inc. Affiliated Computer Services, Inc. Allaire Corp. Amdocs Analog Devices, Inc. Ancor Communications answerthink ARTISTdirect, Inc. Ascendant Solutions AVX Corporation BroadVision Brocade Communications Systems, Inc. CacheFlow Inc. Caldera Systems, Inc. Caminus C-Cube Microsystems Celestica Inc. Ceridian Corporation chinadotcom corporation Cognizant Technology Solutions Commerce One Corp. Compaq Computer Corp Computer Associates Computer Network Technology Conexant Systems, Inc. Convergys Corporation CSG Systems International CTS Corporation Cypress Semiconductor Dell Computer Corporation Digital Island, Inc. Digital River Inc. Digitas Inc. DoubleClick Inc. DST Systems, Inc. EarthWeb Electronic Data Systems Engage Entrust Technologies Ericsson Excite@Home Exodus Communications Extensity, Inc. Extreme Networks F5 Networks, Inc. Flextronics International From2.com FTD.com GATEWAY, INC. GetThere.com GlobeSpan, Inc. Go America Communications GO.com Hewlett-Packard iBEAM Broadcasting IBM iGate Capital ILLUMINET Immersion Corporation Inktomi Corporation Inter-Tel, Inc. InterWorld Corporation iSuppli JNI Corporation KLA-Tencor Korea Thrunet Co., Ltd. Level 8 Systems, Inc. Lexmark International, Inc. LSI Logic Corporation Lycos, Inc. Macromedia Mattson Technology Mercator MetaSolv Software, Inc. Micromuse Inc. Micron Technology Inc. Microsoft Corporation Modem Media Poppe Tyson Molex Incorporated Mothernature.com Motorola MyPoints.com, Inc. National Data Corporation Net2Phone NetBank NetEx NetScout Systems, Inc. Network Appliance, Inc. Network Associates Network Peripherals Inc. Networking Break New Era of Networks Nokia Nortel Networks Optio Software, Inc. Opus360 Corporation Organic Inc. Outpost.com Pacific Century CyberWorks Packeteer, Inc. Palm, Inc. Pegasus Solutions Peregrine Systems, Inc. Pets.com Pivotal Corporation Plexus Corp Predictive Systems Project Software & Development, Inc. Promotions.com Proxicom Proxim, Inc. PurchasePro.com QLogic Corporation QUALCOMM Incorporated QuickLogic Corporation Radioshack Corporation Ravisent Technologies RealNetworks Redback Networks, Inc. Rudolph Technologies Sabre Inc. SAGA Software SCI Systems, Inc. Siebel Systems SonicWALL SportsLine.com, Inc. STMicroelectronics Sun Microsystems, Inc. Symbol Technologies Tech Data Corporation Texas Instruments The BISYS Group, Inc. The Cobalt Group, Inc. The Management Network Group The Trizetto Group, Inc. theglobe.com TIBCO Software Inc. Ticketmaster Online-CitySearch TriQuint Semiconductor Tumbleweed Communications Unisys Corporation Uproar Inc. USinternetworking, Inc. Varian Semiconductor Equipment Associates, Inc. Veeco Instruments VeriSign, Inc. Veritas Software VerticalNet, Inc. Viador, Inc. VIANT Viasystems Group, Inc. Vicinity Corporation Vishay Intertechnology, Inc. Vixel Corporation Wit SoundView (Please Note: Agenda and guest are subject to change and are not for publication.) To Learn More To view the full agenda or to register for the conference, please call the Bear Stearns Conference Line on (212) 272-9386 or visit our site on bearstearns.com user id: tech2000 + password: 123456. Founded in 1923, Bear, Stearns & Co. Inc. is a leading worldwide investment banking and securities trading and brokerage firm, and the major subsidiary of The Bear Stearns Companies Inc. (NYSE:BSC). With approximately $23.2 billion in total capital, Bear Stearns serves governments, corporations, institutions and individuals worldwide. The company's business includes corporate finance and mergers and acquisitions, institutional equities and fixed income sales, trading and research, private client services, derivatives, foreign exchange and futures sales and trading, asset management and custody services. Through Bear, Stearns Securities Corp., it offers global clearing services to broker dealers, prime broker clients and other professional traders, including securities lending. Headquartered in New York City, the company has more than 10,200 employees located in domestic offices in Atlanta, Boston, Chicago, Dallas, Los Angeles, San Francisco and San Juan; and an international presence in Beijing, Buenos Aires, Dublin, Hong Kong, London, Lugano, Sao Paulo, Shanghai, Singapore and Tokyo. For additional information about Bear Stearns, please visit our Web site at bearstearns.com. Any recommendation contained in this report may not be suitable for all investors. Moreover, although the information contained herein has been obtained from sources believed to be reliable, its accuracy and completeness cannot be guaranteed. Bear Stearns may make markets and effect transactions, including transactions contrary to any recommendations herein, or have positions in the securities mentioned herein (or options with respect thereto) and may also have performed investment banking services for the issuers of such securities. In addition, employees of Bear Stearns may have positions and effect transactions in the securities or options of the issuers mentioned herein and may serve as directors of such issuers. Copyright (c) 2000. All rights reserved by Bear, Stearns & Co. Inc. CONTACT: Bear, Stearns & Co. Inc. Press Contacts: Russell Sherman (212) 272-5219 russellsherman@bear.com or Michelle O'Brien (212) 272-6659 michelleobrien@bear.com 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. Distributed via COMTEX. -0- KEYWORD: NEW YORK INDUSTRY KEYWORD: BANKING TRADESHOW

To: kemble s. matter who wrote (157844)	6/12/2000 6:12:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176388

Kemble re: More and more Dell and IBM. biz.yahoo.com Monday June 12, 5:31 pm Eastern Time Press Release SOURCE: Dell Canada; IBM Canada Ltd. Dell, IBM announce information-technology services agreement TORONTO, June 12 /CNW/ - Dell Canada and IBM Canada Ltd. today announced an agreement that will make IBM Global Services a strategic provider of computer-related services to Dell customers. The arrangement pairs the complementary capabilities of the world's leading direct computer-systems company with the largest provider of information-technology services. This strategic agreement formalizes and expands the scope of a pre-existing services relationship between the two companies. It also builds on the (USD) $16-billion strategic technology agreement announced by IBM and Dell in 1999. Believed to be the largest of its kind in the I.T. industry, this technology contract gives Dell broad access to components based on IBM's leading technology. Effective immediately, Dell will offer its Canadian corporate customers a range of installation and onsite warranty services from IBM Global Services for Dell's desktops, notebooks, workstations, network servers and data-storage products. The agreement was first announced in the U.S. in September 1999 and will be extended beyond North America to other international markets later in 2000. Globally, the agreement could be worth (USD) $6 billion over seven years. "The capabilities and scale of IBM Global Services are highly regarded," said Lawrence Pentland, President, Dell Canada. "The combination of IBM's services portfolio, our own extensive range of services, those of our existing global service partners, Unisys and GetronicsWang, as well as our award- winning products, makes for an extraordinary value proposition to Dell customers. The relationship enhances Dell's global services reach and offers customers more choice in selecting IT solutions." "Information technology is now at the heart of all businesses, whether they're large corporations or Internet start-ups," said Garth Issett, Vice President, Integrated Technology Services, IBM Global Services, Canada. "This agreement will help ensure that Dell's customers' products are up, running and operating at peak efficiency." About Dell Canada Headquartered in Toronto, Ontario, Dell Canada is a wholly owned subsidiary of Dell Computer Corporation. According to IDC Canada, in the first quarter 2000 Dell Canada ranked No. 1 in overall Canadian PC shipments as well as in the desktop and personal workstation markets and ranked No. 3 in the notebook and PC server markets. Dell Canada has 460 employees and offices in Halifax, Montreal, Ottawa, Toronto and Vancouver. Information on Dell Canada and its products can be obtained on the World Wide Web at www.dell.ca. About Dell Computer Corporation Dell Computer Corporation (Nasdaq: DELL - news) is the world's leading direct computer systems company, based on revenues of $27 billion for the past four quarters, and is a premier provider of products and services required for customers to build their Internet infrastructures. The company ranks No. 56 on the Fortune 500, No. 210 on the Fortune Global 500 and No. 3 on the Fortune "most admired" lists of companies. Dell designs, manufactures and customizes products and services to customer requirements, and offers an extensive selection of software and peripherals. Information on Dell and its products can be obtained on the World Wide Web at www.dell.com. About IBM Global Services IBM Global Services is the world's largest information technology services provider, with 1999 revenues of over US$32 billion. Services is the fastest growing part of IBM, with more than 130,000 professionals serving customers in 160 countries. IBM Global Services integrates IBM's broad range of capabilities - services, hardware, software and research - to help companies of all sizes realize the full value of information technology. For more information, visit www.ibm.com/services. For further information Laura Kemp, Goodman Communications Inc., (416) 924-9100 ext. 274, laura@goodmanpr.com. Linda Thorburn, IBM Global Services, (905) 316-3910, thorburn@ca.ibm.com

To: kemble s. matter who wrote (157844)	6/12/2000 6:23:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176388

Kemble re: More and more servers and lunch time. technews.netscape.com Compaq takes aim at Dell with server program By Ian Fried Staff Writer, CNET News.com June 12, 2000, 11:45 a.m. PT Compaq Computer is not mincing words in its latest effort to stem customer defections in its Intel-based server business. With the "Dell Win Back" program it began discussing publicly last week, Compaq is taking direct aim at its chief rival, organizing a virtual "SWAT" team of a dozen Compaq executives ready to help its sales force and resellers win back or protect Fortune 500 accounts. The market for servers that use a combination of Intel chips and Windows software is growing quickly, but Dell Computer has been grabbing much of that business, analysts say. Big-ticket servers have grown increasingly important to computer makers as fierce competition has narrowed profit margins on desktop computers. Compaq says it has gained back customers lost to Dell in the "double digits" since it launched the Dell Win Back effort two months ago. Analysts say that despite Compaq's strong product offering, however, Dell's advantages are proving tough to beat. "Dell can provide the lowest price points and speed of delivery because of the direct model," said David Bailey, an analyst at Gerard Klauer Mattison. Dell spokesman Jerele Neeld said his company must be doing something right to get such attention from Compaq. "We must be taking quite a lot of business from them if they've got a specific program for it," Neeld said. Dell said it has no comparable program specifically aimed at the market leader, but he said Dell does have a more general plan for winning new business. Compaq said it has not added any new staff for the Dell Win Back program, which targets accounts that would already have an account manager assigned to them. "We have the resources," said Compaq spokesman Arch Currid. "It wasn't a resource issue. It was a focus (issue)." Currid said Compaq is trying to be more responsive. For example, if customers have pressing delivery needs, Compaq wants to bring in logistics specialists to make sure the customers' needs are met. Currid said the one thing Compaq won't sacrifice to win back business is profitability. "We didn't do it with Amazon," he said. "It's not a good business." Compaq was left in the cold when Amazon last month announced that it was turning to Hewlett-Packard to supply 90 percent of the hardware needed to run the e-commerce giant. Compaq and Sun Microsystems had been providing Amazon's computing muscle. The trouble for Compaq is that Dell can go after business profitably at a much lower price, analysts say. US Bancorp Piper Jaffray analyst Ashok Kumar said Compaq will be hard-pressed to displace Dell, given that Dell's margins are about twice that of Compaq's. "Going forward, the best Compaq can do is probably grow with the market, as opposed to gaining share at the expense of Dell," Kumar said. Compaq's greatest strength is at the high end of the Intel server market, said Donaldson Lufkin & Jenrette analyst Kevin McCarthy. "Fortunately for Compaq, they're still perceived to be a pretty good technology company," McCarthy said. "I think they do better on a relative basis at the high end." Bailey said he is pleased to see Compaq targeting the fast-growing Intel server market. He said Compaq's product lineup is strong, and the company can be competitive if it can improve its pricing and delivery. "I think it's far from certain they will be able to do that," he added.

To: kemble s. matter who wrote (157844)	6/12/2000 6:27:00 PM
From: calgal	Read Replies (2) \| Respond to of 176388

Compaq takes aim at Dell with server program Kemble: Do you get the idea that Compaq is playing defense? :)Leigh news.cnet.com By Ian Fried Staff Writer, CNET News.com June 12, 2000, 11:45 a.m. PT Compaq Computer is not mincing words in its latest effort to stem customer defections in its Intel-based server business. With the "Dell Win Back" program it began discussing publicly last week, Compaq is taking direct aim at its chief rival, organizing a virtual "SWAT" team of a dozen Compaq executives ready to help its sales force and resellers win back or protect Fortune 500 accounts. The market for servers that use a combination of Intel chips and Windows software is growing quickly, but Dell Computer has been grabbing much of that business, analysts say. Big-ticket servers have grown increasingly important to computer makers as fierce competition has narrowed profit margins on desktop computers. Compaq says it has gained back customers lost to Dell in the "double digits" since it launched the Dell Win Back effort two months ago. Analysts say that despite Compaq's strong product offering, however, Dell's advantages are proving tough to beat. "Dell can provide the lowest price points and speed of delivery because of the direct model," said David Bailey, an analyst at Gerard Klauer Mattison. Dell spokesman Jerele Neeld said his company must be doing something right to get such attention from Compaq. "We must be taking quite a lot of business from them if they've got a specific program for it," Neeld said. Dell said it has no comparable program specifically aimed at the market leader, but he said Dell does have a more general plan for winning new business. Compaq said it has not added any new staff for the Dell Win Back program, which targets accounts that would already have an account manager assigned to them. "We have the resources," said Compaq spokesman Arch Currid. "It wasn't a resource issue. It was a focus (issue)." Currid said Compaq is trying to be more responsive. For example, if customers have pressing delivery needs, Compaq wants to bring in logistics specialists to make sure the customers' needs are met. Currid said the one thing Compaq won't sacrifice to win back business is profitability. "We didn't do it with Amazon," he said. "It's not a good business." Compaq was left in the cold when Amazon last month announced that it was turning to Hewlett-Packard to supply 90 percent of the hardware needed to run the e-commerce giant. Compaq and Sun Microsystems had been providing Amazon's computing muscle. The trouble for Compaq is that Dell can go after business profitably at a much lower price, analysts say. US Bancorp Piper Jaffray analyst Ashok Kumar said Compaq will be hard-pressed to displace Dell, given that Dell's margins are about twice that of Compaq's. "Going forward, the best Compaq can do is probably grow with the market, as opposed to gaining share at the expense of Dell," Kumar said. Compaq's greatest strength is at the high end of the Intel server market, said Donaldson Lufkin & Jenrette analyst Kevin McCarthy. "Fortunately for Compaq, they're still perceived to be a pretty good technology company," McCarthy said. "I think they do better on a relative basis at the high end." Bailey said he is pleased to see Compaq targeting the fast-growing Intel server market. He said Compaq's product lineup is strong, and the company can be competitive if it can improve its pricing and delivery. "I think it's far from certain they will be able to do that," he added.

To: kemble s. matter who wrote (157844)	6/12/2000 7:13:00 PM
From: Sam Bose	Read Replies (2) \| Respond to of 176388

Dell Analysis from IDEAglobal Jun 12 2000 2:28PM ET More on IDEAglobal... Dell to Expand Overseas Investment From IDEAglobal Special to CNBC.com Dell Computer Corp. {DELL}, the world?s second-largest personal computer maker, said Monday that it plans to expand investment by its Dell Ventures venture-capital unit to Europe and Israel over the next six months. To date, the venture-capital program has centered on U.S. venture growth, but Dell is now looking to expand its geographical reach and spur development outside its homeland. This diversification looks like a positive step, one that will help reduce Dell?s reliance on the U.S. marketplace. Given initiatives such as these, shares of Dell look likely to rally in the next couple of months. And given a strong earnings release during the impending earnings season, Dell may even establish a new 52-week high. Dell Ventures was established in the United States a year ago and to date has placed more than $1 billion through 90 investment agreements. With more than $7 billion in cash and investments on its balance sheet, Dell will seek investment opportunities in the Germany, Israel, Scandinavia and the United Kingdom. In Europe, Dell is particularly interested in wireless technologies. In Israel, Dell launched a Web site last year to establish a stronger presence and to help sell products. Dell?s overall Israeli sales in the first quarter this year jumped nearly threefold by comparison with a year earlier. Dell Israel averaged $1 million a month in online revenue in the first quarter, representing about 40 percent of turnover, similar to Dell's rate worldwide. Dell currently has a 10.5 percent share of the PC market, second only to Compaq Computer Corp. {CPQ}, which has a 13.1 percent share. Earlier this year, Dell reported strong fiscal first-quarter results, led by higher profit margins. Earnings of 19 cents a share, for the first quarter ended April 28, easily surpassed analyst expectations by 3 cents. The company posted first-quarter revenue of $7.28 billion and net income of $525 million. That is 31.5 percent higher than the $5.54 billion in revenue and 21 percent higher than the $434 million in net income Dell pulled in during the same quarter a year earlier. Despite memory-chip shortages that plagued Dell earlier this year, management recently indicated that it is comfortable with earnings projections for the fiscal year ending in January 2001. Analysts polled by First Call Corp. expect Dell to earn 92 cents a share for the year, up from 68 cents for the previous year. Furthermore, seeking to avert disappointments that have accompanied its decelerating growth over the past year, Dell has sought to lower revenue growth expectations to about 30 percent a year from historic rates above 40 percent and even 50 percent. Wall Street analysts have responded by projecting revenue growth of 30 percent for fiscal 2001. Shares of Dell are down 13 percent year to date but still up a strong 30 percent over the past year. The shares look likely to trade through their 50-day moving average of 48 3/8 and their 200-day moving average of 45 21/32, toward IDEAglobal.com's $54 price target. Dell's stock looks poised to challenge its 52-week high of 59 11/16 closer to the fall.