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


To: OLDTRADER who wrote (160991)9/22/2000 2:43:34 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
OT,
Hi!!

RE: Right on for both of you-IMO corporate sales will pick up big in October-I am not an analyst just my on personal opinion.Half the world it seems thinks Windows 2000 is not so hot and half think it's implementation is absolutely inevitable and if you go that route you need a new computer as I underatand it -Is that correct Rudedog?DELL back above 35 "baseline IMO"-and moving towards the 40 we need to get back on the highway-I spoke with Walter W. at Chase H&Q -what a nice man-DELL in transiton he says and as we all know it takes a little time -they stillappear to be doing do a fine job-

Now that you mention it...I called Robert Williams of Investor Relations last week and we had a nice long chat...The FIRST thing he mentioned to me was the W2000 and when I questioned him on it he implied your description: "inevitable"...AND,"security"...."efficiency"..

Best, Kemble



To: OLDTRADER who wrote (160991)9/22/2000 5:18:39 PM
From: rudedog  Read Replies (1) | Respond to of 176387
 
bill - while a new computer is not a "requirement" for Win2K, it is the preferred route - Win2K uses some power management and other hardware features that are not supported in most older machines. The prediction is that Win2K will drive a refresh cycle on the hardware.