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


To: Craig Lieberman who wrote (73999)10/22/1998 9:14:00 PM
From: stockman_scott  Read Replies (1) | Respond to of 176387
 
Craig: Thank you for updating the thread on your company's growth (and you work for one of America's largest and most successful blue chip firms). I loved this comment.....<< we also have a transition away from UNIX as the sole development station and a shifting to more NT PCs on the desktop.>> My firm is much smaller (a Fortune 1000 company with just under 3000 employees) than GE but I observe some of the same trends. Overall, we are growing and upgrading equipment and adding new servers .....and soon there is a good chance we will switch from IBM and go direct and order from DELL. Our CIO recently told me that there are some great reasons for our firm to seriously consider buying servers, desktops, and laptops from DELL.....Hmmmmm. We are not unique either. I have friends that work for the big systems integrators and they are seeing DELLs pop up all over the country -- in many of their large, established clients. DELL is better by design and delivering higher quality products at a lower price. And then there are the pundits. They say that IT spending is slowing and PCs will not longer be needed.

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Thursday October 22, 8:14 pm Eastern Time

IBM Chief Gerstner declares era of the PC is over

Who agrees with that prediction??...I sure don't....We now have GTW growing at almost 30% and DELL around 60%, but PCs are dead? Yea..right!!

I'll continue to hold my DELL stock (the future is becoming so bright that I'm going to have to wear shades all the time <gggg>).

-Scott



To: Craig Lieberman who wrote (73999)10/22/1998 10:25:00 PM
From: Frank Ragonese  Read Replies (1) | Respond to of 176387
 
I work for a Fortune 100 company with over 50,000 employees.

Our Computer Group announced last week that we are switching
from IBM to Dell! Another example of the paradigm shift!



To: Craig Lieberman who wrote (73999)10/22/1998 10:46:00 PM
From: Stewart Walton  Respond to of 176387
 
OT

Craig,

I sold my SUNW after a business trip to the Sun offices, where a product manager told me how PC's are banned internally, and he couldn't do his work because email comes with Win app attachments. When a company is hyperfocused on their competitor's business instead of growing their own, it's a bad sign.

Regards,
Stewart