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


To: GVTucker who wrote (168344)1/9/2002 11:48:34 AM
From: John Koligman  Read Replies (1) | Respond to of 176387
 
Happy New Year GV, you probably saw this, but for those interested in doing a bit of reading, it's a nice summary of one trader's view on 2002...

John
Message 16880354

Message 16880357



To: GVTucker who wrote (168344)1/9/2002 1:11:47 PM
From: OLDTRADER  Respond to of 176387
 
That leaves him owning about 5460 shares according to the SEC reports.He takes longer to weed out than Bob Hope!



To: GVTucker who wrote (168344)1/10/2002 7:24:57 AM
From: Sig  Read Replies (1) | Respond to of 176387
 
<<<Morton Topfer filed to sell 1,750,000 shares yesterday.>>>
Probably plans to sell around $37.5 after Dell says they will beat earnings estimates

There is more to Dell than just a box-maker-Here is how Dell can make money on the side
dell.com

<<<<Network Infrastructure
As an e-commerce leader, Dell understands that network infrastructure needs are
inherent in the fully automated business. "The number of Internet users worldwide is
forecast to exceed 600 million in 2003. And there will be well over a billion users by
the end of this decade. This increase in use will drive commerce on the Internet to
more than $1.6 trillion in 2003, a compounded growth rate of 88% since 1999." 3 The
demand for bandwidth is being driven not only by huge increases in traffic, but also
by the plethora of new applications and uses for the Internet. Dell Ventures is
specifically interested in companies focused on the following components of network
infrastructure:

Wireline Equipment, Systems, Components (Optical)
Network Monitoring/Bandwidth Management/Customer Care-Billing
Client Devices/Components >>>>