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


To: stockman_scott who wrote (167347)10/4/2001 12:14:41 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Scott,
Hi!!

Would love to know the size of some of these contracts that DELL is winning...I was recently told that the size of the contracts is the impressive stat in this relatively new strategy of "boomer sooner land grab"...That is DELL is reaching out to larger and larger firms...Obviously, the further up the storage line they move the larger the firm they may pull...And, the state of the current HWP/CPQ situation only adds to the possibilities...Interestingly, I'd also love to know what firms are now even thinking of dealing with DELL since they've offered switches...I believe it was Rollins or Schneider that mentioned awhile back that 20% of their current business would possibly need switches which DELL could provide...It doesn't take one long to figure that DELL's move into more and more larger accounts opens even more doors for switches...This comment below reminded me of the new product line:
Michael Dell, the company's chairman and chief executive, said the company expects to make further share gains in all product categories, customer segments and regional markets during the current quarter.

Best, Kemble



To: stockman_scott who wrote (167347)10/4/2001 12:31:51 PM
From: calgal  Respond to of 176387
 
Stocks Continue Rally, Boosted by Dell
Stocks Extend Rally As Dell Becomes 2nd Big High-Tech Firm to Issue Positive Earnings Outl

biz.yahoo.com