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

To: kemble s. matter who wrote (71855)	10/13/1998 10:55:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<Net Economy> to be $2 Trillion by 2002. Kemble: Not too bad considering DELL is the premier company today in E- Commerce,eh? =========================== San Jose Mercury Posted at 1:03 p.m. PDT Tuesday, October 13, 1998 Cisco CEO sees Net economy at $2 trillion by 2002 ORLANDO, Fla. (Reuters) - Cisco Systems Inc.'s chief executive, whose company is the leading maker of Internet equipment, estimated more than $1 trillion to $2 trillion worth of goods and services will be sold on the Net by 2002. Cisco CEO John Chambers, speaking at Gartner Group's Symposium ITxpo 98 conference in Orlando, Fla., said current projections for the growth of electronic commerce were ''way too conservative ... by about five to tenfold.'' Chambers was speaking about market research that puts electronic commerce at $200 billion to $300 billion in 2002. The Cisco CEO told an audience of corporate information technology managers that his San Jose, Calif.-based company had trimmed more than $500 million from total expenses of $2.5 billion last year by moving much of its business onto the Internet in the last four years. But, although he made a rosy long-term forecast, Chambers declined to comment directly on short-term business trends at Cisco and whether he was seeing any sign of a slowdown in corporate technology spending in his own business. Chambers said part of the reason for the low-ball estimates by market analysts is that many exaggerate the importance of business-to-business commerce and underestimate the potential growth of the consumer market as the Net becomes more mainstream.

To: kemble s. matter who wrote (71855)	10/14/1998 6:54:00 AM
From: Dennis	Read Replies (2) \| Respond to of 176387

Kemble, thanks. I have read nothing but positive thoughts. Especially from Michael !! How can some people say he is throwing the bull.....he would literally be thrown in jail by the shareholders !!! Good Luck ALL

To: kemble s. matter who wrote (71855)	10/14/1998 9:13:00 AM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

Kemble, CPQ says they expect to grow sales at twice the rest of the market. That sounds better than half the rate Dell is growing sales. "We estimate this growth was more than two times the market and believe Compaq will achieve continued strong growth during the fourth quarter," Compaq president and CEO Eckhard Pfeiffer said in a statement. news.com I like this headline: Compaq beats Street, barely Maybe this approach should be applied ro raising kids. Establish very low expectations, then show joy when they beat the lower expectations. Just a thought. :o)