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

To: kemble s. matter who wrote (161078)	9/26/2000 1:29:12 PM
From: OLDTRADER	Respond to of 176387

Kemble-The "big money" boys have spent months (wee wee-ing) on the --PC's are dead bit-So damn boring!!-like everyone is going to trash their PC's for a 1.5X1.5 inch monitor/sure -it won't be IMO long before all laptops are wireless/thin/light and in big demand for years and years to come-one has to be able to see and have at the minimum that size format to work/in -- function properly-..Market: Window dressing about over-MSFT-(Another Clinton populace fiasco/mistake)about disipated-- Bio's over done as well as oil and financials-Daddy Warbucks may once again notice poor old DELL selling those out of fashion bread and butter commoditized PC's

To: kemble s. matter who wrote (161078)	9/26/2000 7:49:17 PM
From: OLDTRADER	Read Replies (2) \| Respond to of 176387

Vice Chm Mort Topfer sold 938627 shares of DELL on the 21st of September-He sold during the market day---at 38.75 per share-Very interesting!The INTC announcement was made AFTER the market closed and DELL tanked to 35 and now to 34.625--Nice to have friends-I have cancelled my trip.(He is now $387836 richer as of this moment because of his "precient" timing!MSD and another director sold just before the decline at 47.50 on 25th of JULY.I need there help.

To: kemble s. matter who wrote (161078)	9/27/2000 2:57:12 AM
From: Sam Bose	Read Replies (2) \| Respond to of 176387

Kemble, thought you might get a kick out of this...just read it on the wires tonight: New Delhi, India, September 27, 2000 (Bloomberg):Michael Dell arrives in New Delhi after visiting Japan, China and Hong Kong, and later today plans to unveil the company's plan to sell to customers directly. So far, the company has been relying on a distributor to sell its products in India. Dell, which has been affected by slowing sales is looking to Asian markets to fuel growth. Second-quarter sales at the company grew a less-than-forecast 25 percent. Sales in the U.S. and Latin America rose 27 percent, while European sales climbed 10 percent. The company reported a 48 percent increase in sales from Asia. India presents a huge opportunity for Dell, and other such computer makers, said Vinnie Mehta, director of the Manufacturers' Association for Information Technology, or MAIT, in New Delhi. ``Our PC penetration is 4.5 per thousand, which we expect to grow to 20 per thousand by 2008.'' MAIT expects computer sales to grow 43 percent to 2 million units by March 2001, from 1.4 million units in the year ended March 2000. As much as 23 percent of computers sold are those of Compaq Computer Corp. and International Business Machines Corp. Dell has so far invested $2.5 million in its Indian subsidiary and plans to invest more, although the company spokeswoman wouldn't say how much.