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

To: calgal who wrote (162407)	10/28/2000 8:30:37 AM
From: Sig	Respond to of 176387

The smoldering remains of the high speed Dell train still litter the valley floor. Passers-by and thrill seekers have provided little aid but lots of advice to those surviving passengers struggling to locate their possessions or help loved ones still trapped in the wreckage. Analysts who somehow managed to predict and describe the crash in detail days before it happened deny any responsibility for actually CAUSING the crash. Since there have been many similar tech wrecks in recent weeks, an investigation continues into the cause and suspicions are now being directed to the certain Government Agencies who had stated publicly they would be erecting barriers to progress in the economy. Others merely blame themselves, feeling they just got on the wrong railroad or were having a bad year. But now it appears that nobody is safe from the long arm of the law, and no government plans are being made for providing disaster relief to victims who had tried to support American companies by furnishing money thru equity investments. I plan to vote for those who had no part of imposing such inordinate distress on my friends and fellow investors. Sig The price of greatness is rsponsibiliy- Sir Winston Churchill. What Presidents will qualify?

To: calgal who wrote (162407)	10/28/2000 7:33:55 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 176387

Westmoreland, <<<Its (CPQ) server sales surged to $1.6 billion, up 41 percent from the year-ago quarter. Meanwhile, storage sales improved 9 percent to $1.4 billion with most of that growth coming from its burgeoning enterprise unit. .....Compaq recorded commercial PC sales of $3.5 billion, up 28 percent from the year-ago quarter, and consumer PC sales of $2.1 billion, up 45 percent year-over-year. >>> This is really good news. Look at the robust sales in servers, Commerical and Consumer PC's. These are areas where Dell is really focused. They have for the most part grown organically. Compaq lost their focus when they went out and purchased DEC and Tandem (or was it Stratus - I don't recall). Additionally, I think Compaq is still a little confused in their distribution model. For these reasons, I think Dell will dominate and outperform. We shall see. Mary