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

To: stockman_scott who wrote (172032)	1/7/2003 6:58:33 AM
From: Sig	Read Replies (1) \| Respond to of 176387

Scott: Any company that has a production schedule to meet where computers are critical to success needs to consider new equipment I'll give two examples 1. In 1937 I worked for a gray-iron company along with mostly Polish people not speaking English. They had one cupola (small blast furnace) perhaps 6 feet in diameter and 40 feet high and lined with fire-brick. We would go up the second floor and load the cupola with old iron, coke, and limestone. It had one big centrifugal air blower about 3 feet in diameter driven by an electric motor- maybe 5 or 25 HP, forget which Light the coke at the bottom, turn on the blower, and wait 8 hours for the mixture to cook, then drain the melted iron out a small hole at the bottom One day the sheet metal blower started to squeak and squeal and finally disintegrated with parts flying in all directions. Everything in the cupola froze. It took a week to chip all the half- melted iron and stuff out, then reline the cupelo with expensive fire-brick Did the owner rebuild the blower ?( His family is very successful today in the same business) They lost a weeks production and had to pay people to repair the cupola H$ll, no, he bought the best new cast iron blower made. 2. A B-29 had computers( surprise?) 7 black boxes about 2 feet square. Difficult and time consuming to remove and take to a shop ( which could be 2000 miles away).haha. I worked in one of those shops where we took them apart and fixed or adjusted them. Did we ever install used parts or rebuild them ? Never. We installed brand new GE parts. Could not afford to lose the entire airplane over Tokyo because the guns did not work right. While repairing those, new computers were installed in the aircraft I hear that Csco sometimes pays over $100 for contract engineers. Does anyone want to pay them for sitting around while obsolete or defective computers get rebuilt? Regards Sig

To: stockman_scott who wrote (172032)	1/7/2003 10:42:53 AM
From: DHB	Respond to of 176387

As seen on the internet. forbes.com Software Microsoft Bails Out The PC Market Lisa DiCarlo, 01.07.03, 7:00 AM ET NEW YORK - This summer, millions of businesspeople will be upgraded against their will. And no, we don't mean their flight plans. Microsoft (nasdaq: MSFT - news - people ) will officially end technical support for Windows 98 and Windows NT 4 on June 30. The financial implications for Microsoft and others could be significant, even in the short term. Pacific Crest Equities estimates there are 300 million PCs worldwide running these older operating systems--195 million in corporations and 105 million in homes. Pacific analyst Brendan Barnicle believes that 25% of these enterprise customers and 17% of home PC buyers will replace their systems in the first half of this year, leading him to raise his earnings-per-share estimate for Microsoft's fiscal third quarter, which ends March 30, by 2 cents, to 49 cents. Consensus estimate for the quarter is 47 cents per share.