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

To: Gabriel008 who wrote (65911)	9/17/1998 11:06:00 AM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

gabriel <<With an unemployment rate of 4.5% the FED will continue to lean towards an upward bias in rates>> in Greenspan speech yesterday he stated that Fed had abandoned its upward bias toward rates today's weakness is about japan and alcatel. europe sold off because of alcatel. alcatel lost some major contracts to competitors but instead blamed its weakness on asia and russia (i follow the alcatel market because of other companies we own); nevertheless the ceo's comments caused concern in european markets. japan sold off as a pre-emptive toward banking legislation. Dell's business remains strong.

To: Gabriel008 who wrote (65911)	9/17/1998 12:35:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

STUDY SHOWS GLOBAL IT SPENDING TO RISE TO $2.62 TRIL. IN 2002 Gabriel: How much you think we (DELL) can get out of this deal,I'll settle for 50 billion for DELL by 2002.<g> ================================================= Source:Killen & Associated [via Fidelity/Thompson] Palo Alto, Calif.-Sept. 17-FWN--GLOBAL INFORMATION technology (IT) spending of $1.59 trillion in 1997 will increase at a 10% Compound Annual Growth Rate (CAGR) to $2.62 trillion in 2002, according to a new study from market researcher Killen & Associates. According to Bob Goodwin, Killen senior vice president, "The continuing economic and currency crises in Asia, unresolved bank debt problems in Japan, Russian economic collapse, and August-September stock market slide will combine to keep global IT market growth close to 8% in 1998. But higher growth should resume in 1999. Fundamental forces driving the computer equipment, software, and services industries are very strong and are reinforced by the huge one-time investments required to fix the Y2K programming bug and to implement the Euro currency in 1999." The Killen Global IT Market Perspectives Report tracks IT expenditures worldwide, in five regions and 27 countries, delivering 5-year forecasts of user spending for equipment, equipment services, information services, data communications, internal staff and facilities. Information services is further segmented into five categories: professional services, systems integration, outsourcing, network services and software products. For each country, Killen also discusses economic and business conditions, IT market trends, events and issues, government regulatory activity and Internet environment and penetration rates. Killen & Associates is a leading market research and consulting firm whose studies, seminars and television programming enable clients in the information technology, telecommunication, and banking/financial services industries to identify business opportunities created by technology advances, public policy changes and market forces.