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

To: Mohan Marette who wrote (72117)	10/14/1998 9:03:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

Mohan, I too thought that spending would go up as needed to fix the Y2K problem. I may cases it may be cheaper to replace a computer and the software than to spend time and money trying to upgrade existing systems. Here's a news release that I received from my broker: Dell Computer Corp (DELL) Oct 14, 1998 19:56 ET Dell confirms new factory for Brazil BRASILIA, Oct 14 (Reuters) - U.S. computer maker Dell Computer Corp. has confirmed its plan to invest 128 million reais ($108.5 million) in a new factory in Brazil, the Brazilian Industry and Commerce Ministry said Wednesday. Dell planned to build a desktop computer plant in Porto Alegre, capital of southernmost Rio Grande do Sul state, the ministry said in a statement. "The project will create 250 direct jobs and production should begin in April 1999," the statement said. In August, Dell announced that, pending Brazilian government approval, it planned to manufacture desktop computer systems for customers in the Mercosur customs union, which includes Brazil, Argentina, Uruguay and Paraguay. Dell also said in August it planned to market a complete line of desktop, notebook, workstation and server systems, and offer service and technical support to the Brazilian market through its direct-sale model. Stock Bull

To: Mohan Marette who wrote (72117)	10/14/1998 10:14:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Mohan, I believe that Earl the Pearl stated that CPQ expected to have sales driven by Y2K hardware purchases as well as the low cost PC and the internet growth.. In this particular case I think Earl is confirming MD opinions. IMO, the fears of a recession in the computer industry as a consequence of problems in the world financial system is as yet way overstated. Results reported so far by INTC, AAPL, CPQ do not bear out this amount of extreme pessimism. As long as Japan is committed to working out its problems, I think that we will see a robust 1999 in the computer industry. There may be a few more scares due to uncertainties in the solutions and disappointments with disputes and delays but Japan has to change the their economy to prosper. Alas, the capital equipment companies may not recover fully for another year due to over capacity in many segments of the industry. The internet will continue to grow because it has become essential to doing business in the world. As a consequence internet enabled PC will continue to fly off the shelves along with the servers that are required. Add to this Y2K conversions and 1999 is shaping up to be the best year ever in the PC industry. Microsoft will be making money off both the iMAC and the PC next year. It will also be making money off NT 5.0. People are still nervous about the crisis triggered by Japan and the hedge funds a few weeks ago. Hopefully the hedge funds are now unwound. Japan is on a meandering path towards resolution of its banking issues and the Second Bang in the new year. Europe is strong and headed towards the Eurocurrency in the new year. Interest rates are dropping around the world. So lots of new things are going on that should have a positive impact on business. The chicken littles on this thread can only play a one string guitar. They are the self involved messengers of fear. DELL should move up next week after options expire. We are close enough to max pain to expect a close in that vicinity on Friday. Volume and volatility are shrinking. Regards, Jim Kelley