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

To: JRI who wrote (73469)	10/21/1998 12:01:00 PM
From: MichaelW	Read Replies (1) \| Respond to of 176387

John, I like your balance acessment, thanks clearing this up.

To: JRI who wrote (73469)	10/21/1998 12:17:00 PM
From: Mohan Marette	Respond to of 176387

Hot off the press-DELL to provide IP-based Video-enabled Pcs John: Here is something interesting. =========================== Wednesday October 21, 10:55 am Eastern Time Company Press Release SOURCE: Intelect Communications, Inc. Dell to Provide IP-based, Video-enabled PCs in Association with Intelect Communications for Europe, the Middle East and Africa Intelect's LANscape Video Communications Technology to be Integrated Within Dell's DellPlus(TM) Product Line RICHARDSON, Texas, Oct. 21 /PRNewswire/ -- Intelect Communications, Inc. (Nasdaq: ICOM - news), a leading provider of products and services for the seamless integration of voice, data and video technologies, announced today that its LANscape(TM) video communications technology will be integrated within Dell(R) PCs and workstations and offered as a complete IP video-enabled PC option from within Dell's DellPlus(TM) Program for marketing in Europe, the Middle East and Africa. Dell Computer Corporation (Nasdaq: DELL - news) is the world's leading direct computer systems company and a top supplier of PCs and workstations to corporate customers, government agencies and educational institutions. Gary Butters, Dell's Head of Workstation Marketing for the UK and Ireland stated, ''Video conferencing is fast becoming mainstream technology. Dell is committed to offering an excellent range of industry-standard solutions for our customers and video conferencing is an important offering in that portfolio. This business alliance allows Intelect to provide fully customized and integrated solutions. Thanks to the efficiencies of our direct build-to- order-model, we believe that we can offer this technology at extremely competitive prices.'' ''Dell Computer Corporation's agreement with Intelect truly signifies the versatility and functionality of our LANscape video communication technology. Dell has understood that users are not only requesting videoconferencing as an application, but are demanding high-quality multimedia services from their desktop PCs and WorkStations. Our business alliance will enable users to confidently purchase an extremely high-quality video-enabled PC quickly, simply and cost-effectively,'' said Nigel Kilpatrick, Managing Director of Intelect's European, Middle Eastern and African video communications division. biz.yahoo.com

To: JRI who wrote (73469)	10/21/1998 12:24:00 PM
From: zurdo	Read Replies (1) \| Respond to of 176387

John, Because the lemmings, as you put it, do panic and sell on any negative rumor they unwittingly and unnecessarily affect the price of a good stock...For that reason analysts like Kumar know, or should know, that ambiguous negative remarks they make will have heavily negative effect on gullible investors...The problem there is that it artificially delays the natural progression of a good stock.. This negatively affects the "strong hands" holding Dell for the long run...

To: JRI who wrote (73469)	10/21/1998 1:21:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

IT slow down-Painting the picture with a broad brush. John: Of course to exercise caution is warranted but let us look at some facts. Last 2-3 years we already had a tremendous decline in demand in certain industries,for example the chip guys,the disk guys,the equip guys and next year we may have slow down in some others but it could very well be industry specific as was the case in the past.These pundits can come out and make a generalized comments about a slow down in IT spending but what is that mean? What do they call what happened to the aforementioned segment? Next year it may be someone else's turn (doesn't look like the PC guys will be one of them) but it sure won't be affecting everybody across the board. As far as next year,it is the year of the great Y2K fiasco and many are of the opinion that there will be a surge in the prospects of Y2K related companies and computer makers as many will opt to change their systems instead of trying to fix the antiquated codes and this what Mr.Dell thinks and he said he is already starting to see a pick up in this segment form small and medium size companies and he expects many large corporations to follow suit. Pundits can come out and make generalized comments about a slow down in 1999 and that is not saying much if you ask me but my point is we already experienced a tremendous slow down in certain industries and we may very well experience another slow down next year for others in the biz but it sure won't be across the board and that is all I am saying. What gets me about the gurus is that they can say whatever they want today and they can change their tune the next day as they are not accountable for anything and they may say things to benefit them and not the 'small' investors like us.So it is to our benefit to do our own research into these matters rather than listening to these 'hype-masters' whose only interest is to their masters and their pocket book.It is also important to note that 99% of the times these guys are wrong but I have to admit these guys can move the markets and if is one is a short term investor and or trader it could seriously damage their portfolio.