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

To: T.R. who wrote (70960)	10/9/1998 12:30:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Dell bets on both sides in Net race T.R: Here is a bit of information that I came across this am.OH by the way a one of the reasons why the stock drop quite drastically yesterday,I hear,was due to MD's comment the other day that he was worried about all this talk about doom and gloom around the globe and its impact on corporations spending habits,that and the company's challenge in keeping up the tremendous changes in technology or something like that.I don't know what else they expect him say as everybody is worried about this constant talk about the subject and I wouldn't surprised he were to say oh yeah we have no challenges facing us or something to that effect. What they conveniently forgotten was what he said about the his business as he did say DELL was still growing in several multiples of its competition and gaining market share even in places where there no growth but Nooooo, they wouldn't have none that,imbeciles I say.<g> ========================================= Excerpts-Austin American PC maker poised to profit as cable, phone companies fight to give faster access Michael Dell: His company has signed agreements with phone and cable companies. Dell Computer Corp., which is in a fierce battle for supremacy in the personal computer industry, has bought a front-row seat for the "massive dogfight" between cable and telephone companies over Internet service. And Michael Dell has placed bets on both sides. Dell, company founder and chairman, said Thursday that no matter who wins, his company and consumers will benefit from faster Internet access. Dell and Jerry Yang of Yahoo Inc. on Thursday extolled the benefits of the Internet at an Austin conference sponsored by the Society of American Business Editors and Writers. The executives are counting on the growth of the Internet and faster ways to access it to help their businesses grow. Dell, speaking to the journalists in a morning session, said high-speed Internet connections, which increase access speeds by 50 to 100 times, make the PC experience much richer. Surveys indicate that the Internet is a key reason for about three-fourths of all PC sales. That includes first-time buyers as well as a growing number of PC veterans whose machines start to show their age once they begin browsing the World Wide Web. Dell said that more than half the customers who go online via their cable company buy faster computers within a year. Dell has signed agreements with companies that provide cable access as well as high-speed access over telephone lines using ADSL technology. The asymmetrical digital subscriber lines use existing telephone lines to greatly increase the speed of Internet access. By early next year, Austin residents will have their own ringside seats for the battle between the two technologies. Southwestern Bell is expected to begin offering ADSL to residential customers in the Austin area at the same time that Time Warner Cable, the region's primary cable provider, rolls out cable access to the Internet. But Dell may be locked out of an Internet access pact with Time Warner Cable in its home turf. Known as Roadrunner, Time Warner's service this summer attracted a $212 million investment from Compaq Computer Corp., Dell's chief rival for dominance in the PC industry. Time Warner's Austin operation in August bought 17 Compaq servers to handle the thousands of expected subscribers to Roadrunner, said Steve Farabee, director of digital online services for the cable company. ......... Check out video from Michael Dell's speech. Download Real Player. austin360.com