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

To: Chuzzlewit who wrote (47712)	6/16/1998 10:19:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Ref: CNN Moneyline-I like this the best. Paul: I like this part the best. DOBBS: Now your success in entering the workstation and the server market is nothing short of spectacular. What do you think the upside is there for Dell Computer -- a market you weren't in 24 months ago. DELL: Well, these are very lucrative businesses. They have much higher margins than the traditional desktop and notebook business. I should point out that, just in about the last six months, we've become the number one provider of NT workstations in the U.S. and the number two provider of servers in the U.S., surpassing both IBM and HP. We've had growth in these businesses of in excess of 150 percent for now about seven quarters in a row. To keep up this pace, I think it involves partnerships. We've formed an alliance with Unisys and Wayne Global (ph) to provide services, and we've also got a range of new products coming that are rack-optimized (ph) data center oriented servers that really take us up into the mid-range space. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Mohan, depending on what you're invested in you can be calm... I have a chunk of my moolah in DELL and hence the 'calm' Paul. As for the Asia thing, like the lady said [Abby] the effect would be minimal,but of course it is a relative thing I assume.Probably what she meant was that the 'effect' would be less than the market expects. The 'thing' will be negative in general for sure and industry specific but to what degree is the million dollar question.I hear it could knock off as much as 1% of the global GDP growth rate and in the US as much as .5%,so we all know the effect would be adverse.