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

To: Jorge who wrote (65760)	9/16/1998 3:35:00 PM
From: D.J.Smyth	Respond to of 176388

14:28 DJS Workstation Shipments Rose 48% In Quarter, Led By NT-Based Machin 14:28 DJS Workstation Shipments Rose 48% In Quarter, Led By NT-Based Machines NEW YORK -(Dow Jones)- World-wide shipments of computer workstations rose 48.4% in the second quarter, market research firm Dataquest Inc. reported, with machines based on Microsoft Corp.'s Windows NT leading the way with 54.4% of those shipments. In terms of revenue, however, workstations based on the older Unix operating system still captured 66.5% of the market. World-wide workstation revenue, however, fell 3.2% from the year-ago quarter to around $3.11 billion amid a drop in prices, Dataquest, a unit of Gartner Group (IT), said. Unix backers boast that the older operating system remains more reliable than NT. But NT represents the long-term future for all Microsoft customers; Microsoft (MSFT) has all but said the technology underlying Windows 95 and Windows 98 is a dead end. Microsoft's goal is to shed the lingering traces of its original operating system, MS-DOS, and move users to NT's modern foundation, with promised benefits in reliability, security and performance. By 2000 or so, Microsoft plans to offer a consumer, or "lite," version of NT and complete the phaseout of the older product line. Earlier this month, Sun Microsystems Inc. unveiled products that will allow its Unix-based server computers to run more programs written for NT. Although Sun (SUNW) is best known as the company behind the much-hyped Java Internet-programming language, its bread-and-butter remains workstation and server computers. Sun machines use the company's own flavor of Unix called Solaris. Sales of Sun's high-end servers are increasingly being threatened by Microsoft's NT operating system. In response, Palo Alto, Calif.-based Sun has been steadily increasing the NT programs and services its computers will run. Sun claims its machines are more dependable than those that rely on NT. Sun already provides software that allows its machines to exchange files with NT computers and to print documents created by NT programs. Rob Enderle, an analyst with Giga Information Group, in Santa Clara, Calif., recently said Sun's move to boost NT compatibility was necessary for it to avoid falling into obscurity. Copyright (c) 1998 Dow Jones & Company, Inc. All Rights Reserved. (:MSFT) (:SUNW) 09/16 2:28p CDT chuzz, here's a significant growth area (enterprise) while projected growth has exceeded all expectations. Dell has a small percent of this total market share. Dell can conceivable capture 20% of all new workstation sales going forward and still retain a market share under 6%. the new sales capture, though, would immediately show up on Dell's bottom line revenue as 40% to 50% growth

To: Jorge who wrote (65760)	9/16/1998 3:37:00 PM
From: freeus	Read Replies (2) \| Respond to of 176388

re because of margin concerns I wont buy above 55 Exactly why I've been chasing DELL as its price goes up. How about the "Max Pain" for Fri, isnt thata 55??? Anyone know? I know DELL long term is going higher higher, but for my margin's sake I need to buy my shares back at a low enough level to ensure the account stays in a safe range. Fairly calm market so far with Greenspan not lowering, odd since I think it was the hope of lowering that brought prices back up. Sell on rumor buy on news because price goes up on rumor and down on news? Esp if expectations not met? Freeus