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

To: Patrick E.McDaniel who wrote (38159)	4/17/1998 12:06:00 AM
From: Sig	Read Replies (2) \| Respond to of 176387

Pat: This if from a letter I received today, a lady who bought 5 shares of Dell last spring: >>> The last purchase of Dell was 20 shares. At the dinner( on the Queen Mary) I was telling one of Alan's friends about Dell and he went home and bought 200 shares. We now have 40 shares. When will it split again Ha,Ha>>>> Guess I will have to tell her it won't split again before July . as a meeting will be needed to vote in more shares than the 1,000,000,000 presently authorized (:O) Sig

To: Patrick E.McDaniel who wrote (38159)	4/17/1998 1:10:00 AM
From: JRI	Read Replies (2) \| Respond to of 176387

Slow night on the thread.. Found the following response on the CPQ thread...Would appreciate responses! \| Next \| Respond \| Earnings \| Silicon Investor Home Page To: William Hunt (24457 ) From: Yaacov Thursday, Apr 16 1998 11:25AM ET Reply # of 24508 Good Morning Bill, My wife reads the posts on the SI often but she never posts! She asked me to post he following for her! " The new profile for a enterprise computing corporation will make: 5-10% margin on a PC maybe 30% on a server if you are lucky but, 50-75% margin on consulting and service and support IBM and HP and CPQ fit that model 2000...none of the others do. SI needs to wise up.... I pay $1000 to $2000 a day for consulting. there are billions of consulting man days backed up. corporations are buying it without question and it will be the trend. that's where the money is.... DELL will need to show it has progress on this year 2000 profile by AUG of 1998. they don't have to have it then, just show they are moving to it....so, will the others. if they cannot then I don't care if they do 100% of their sales via internet and turn inventory 100 times a yr. they will not compete. consulting and service is here to stay and make big big money like in the 60's and 70's. hardware will make little to nothing. The network stuff and application development is so complex and there is NO TALENT. it's like when HP sells a printer at low margin to keep you hooked on expendibles where they make 100%++ margin. Go long term..cpq still has one more rough qtr." Kind regards, Yaacov