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


To: stockman_scott who wrote (76338)11/3/1998 4:03:00 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Scott,
Hi!!!

RE: Dell expects to complete its efforts with Bell Atlantic by early next year.

I wonder if this will make the stock run...?? :o)
Some interesting earnings could arise from this technology...IMO my estimate for the five year projection is low...I did not include this new concept ....judging the potential is so difficult...everyone could be underestimating Dell...

Best, kemble



To: stockman_scott who wrote (76338)11/3/1998 5:20:00 PM
From: David Harker  Respond to of 176387
 
ATHM and DELL - I agree, these are the two stocks I will NEVER sell!

DELL's efforts in the Cable Modem field are as exciting as the ADSL announcements.




To: stockman_scott who wrote (76338)11/6/1998 10:44:00 AM
From: rudedog  Respond to of 176387
 
Cable modems are heating up, the cable guys have decided to exploit their current market advantage by huge investment in 2-way fiber to maintain performance as the usage levels rise. Great move by Dell to get a strong partnership and drive hard on that market.