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

To: Sig who wrote (27829)	1/16/1998 10:19:00 PM
From: Elwood P. Dowd	Respond to of 176387

Thought you guys might find this interesting, compliments of the INTC thread. Message 3191388 Stephen

To: Sig who wrote (27829)	1/17/1998 1:02:00 AM
From: Angela	Read Replies (1) \| Respond to of 176387

About the Louis R. show -- it was Roger McNamee of Integral Capital Partners making those bullish comments. Angela

To: Sig who wrote (27829)	1/17/1998 4:13:00 PM
From: Paul van Wijk	Read Replies (1) \| Respond to of 176387

Sig, Thanks for having trust in my book reviews. The current chapter I'm reading have given me new insights in the PC-market; My conclusions; - PC-growth will not decelarate but accelerate in the next decade(s), - It's time for Dell to look at the consumer-market, - I'm again a Dell-bull I'm only looking for the right moment to step back in. I'm still not bullish on the overall-market. But I'm not bearish either. I don't know for the next months. Tell your friends that they are totally wrong about the Y2k-"hype". Bought Ordina last week. It's an IT-company focused on "body-shopping". These kind of companies are growing like hell and will continue to do that for at least the next 5 years (we also have the euro-conversion). Last week Cap Gemini Holland (a similar compa- ny) released their numbers, +40%, improving margins, and an even better outlook for the future. These companies has tripled in the last 2 years. They are still trading about 25 to 35 1998 earnings. So still lots of upside potential. The government stated that they see the Y2k-problem/hype as the number 1 thread for the dutch economy. Next month they will start some national action to do anything it can to solve or reduce the extreme shortage of IT-personel. They are even thinking about changing some tax-lawes to make it easier for retired personal to pick up their job again. Next week ASMLF, all reports in Holland so far are quite bullish. They expect some negative influence from delayed orders but all stating that this will hardly have any negative influence. Have a nice weekend, my favorite bear-hunter. Paul

To: Sig who wrote (27829)	1/19/1998 3:29:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Sig, Hi!!! Louis R. show......my dad just mentioned it to me...I missed it going to bed early to get up at 4 for that upstate tournament...yes, I truly agree with the patience...as far as those dried buffalo chips and tossin' em back over the fence....I'll leave that up to you to decide....and for the snow....we had a terrible ice storm instead of all the snow...but, since we got about two inches on top of it....talked again to a coach of an upstate team who lives on the line where all that ice damage was two weeks ago.....20,000 poles down and there are major power station lines that are crushed....some people on the Canadian border will be without electricity for up to six months.....there were four inches of ice hanging on every major power line that pulled the towers and twisted them into a collapse....nature is amazin'. Best, Kemble PS: Dell 100 by friday????