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

To: Venkie who wrote (25380)	12/16/1997 6:46:00 PM
From: brasilbound	Read Replies (2) \| Respond to of 176388

Dell Folks: In case you haven't heard. It may be time to cash out and leave the casino. From Infoweek update Dec. 16, 1997 ___HP Wins PC Contract From Delta, Nudging Out Dell___ Delta Air Lines has designated Hewlett-Packard as its PC supplier for the next two years, replacing Dell Computer in a deal valued at several hundred million dollars. The Delta contract plus recent purchasing decisions by Chevron and Kmart suggest that indirect PC vendors Compaq Computer, HP, and IBM are making headway against Dell, the No. 1 corporate PC supplier, as all four big PC companies gain ground at the expense of smaller vendors. HP had relinquished its Delta foothold to Dell two years ago, when it couldn't match Dell's pricing and degree of customization. But HP turned the tables by catching up to Dell on price, system preconfiguration, and delivery times, and beating the direct vendor on service and support, according to Delta sources. HP and Dell officials wouldn't comment on the Delta contract, though HP officials did say they have learned some hard lessons since losing the airline's PC business to Dell in 1995. "We've come along way since then," says Jim McDonnell, group marketing manager for PC products at HP. Compaq and HP, meanwhile, are sharing a multimillion-dollar contract awarded by Chevron Corp. Compaq got the $20 million server portion of the contract, while HP will provide desktop and notebook computers. Four hundred Compaq ProLiant servers will run Chevron's Global Information Link network, over which employees swap E-mail, files, and other services. IBM was able to outgun Dell several months ago at Kmart by offering competitively priced systems along with its worldwide support and systems integration services. Dell isn't suffering. Wal-Mart Stores, which recently went shopping for computers to run interactive kiosks in 1,950 stores, ended up picking 4,000 Dell servers and 2,000 Dell OptiPlex PCs. Dell worked with Wal-Mart much like a systems integrator on the project, custom-configuring the systems with proprietary software, network cards, and MPEG cards, Dell officials say. In the most recent quarter, Dell's sales soared 58%. -- Bob Francis

To: Venkie who wrote (25380)	12/16/1997 9:15:00 PM
From: Sig	Respond to of 176388

Venkie: Its time for the market to get rolling again, send in the bulls at daybreak. Weds can be very good. texaslonghorn.com Two things could keep the computer/ tech stocks from going to the moon in one jump are selling by those who wrote the dismal article on computer margins, who will make their pitiful few points on the way up,( and regret it later), and some who bought in a bit too high and have been waiting to get out. Be careful with JBIL, it always has looked good to me and still does, but I have been burned 3 times this year on it . Just keep a close eye on any downside and be ready to bail. Write 100 times on the blackboard. (this may be difficult for steve)(ggggg) "I will never sell Dell, I will never sell Dell, I will nev. Sig