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

To: Mohan Marette who wrote (76509)	11/4/1998 1:12:00 PM
From: jhg_in_kc	Respond to of 176387

Mohan, old hand, what are we gonna do about these guys? Technology Rejecters --They Will Pay the Price as Big Business Insists on Email LONDON, UK -- November 4, 1998 -- One in five small European companies has effectively rejected technology, leaving themselves dangerously vulnerable to failure according to new research which shows large corporates are now requiring suppliers to match their own IT infrastructures. While the majority of small businesses are relishing the rewards offered by the latest developments such as the Internet, the "Rejecters" are still flummoxed by the fax machine and uninspired by the PC. They see no benefits for their companies in technology and believe the current pace of business is too fast. The findings are revealed in a study commissioned by Cisco Systems, the worldwide leader in networking for the Internet. This is the first research to uncover differing typologies among small companies in Europe - as defined by their attitudes to technology and the Internet. The "Rejecters" are a rare phenomenon in France and the Czech Republic but account for a quarter of UK small businesses and over a third of companies in Germany. Their defiance of new technology will expose them to difficulty sooner rather than later, the research suggests, particularly if their customers are businesses. Large corporates increasingly expect a level of technology integration with their suppliers. Already 30 percent have introduced email, Internet and PC usage as a prerequisite to tender. A further 30 percent expect to introduce this soon. The vast majority of the "Rejecters" group will fall at the first hurdle. Only 17 percent have Internet access compared to 46 percent in the overall sample. They are also far behind in the adoption of PCs, networks and web sites. Over three quarters of the Rejecters currently fail to share any information electronically with clients or suppliers. Goran Strandberg, European Director, Small Medium Business, for Cisco Systems said,: "There is a revolution going on in the business world today - and so far these companies have failed to notice. They are missing out on major cost savings, and losing opportunities for revenue generation that this technology can offer. The polarization between small companies in Europe is quite extreme. It is remarkable that as we move into the next millennium we will still have businesses in Europe who have yet to buy a PC." PS How are your Dell legs? (i'll bet you have a good looking pair of Dell legs.) jhg

To: Mohan Marette who wrote (76509)	11/4/1998 1:20:00 PM
From: Dell-icious	Read Replies (3) \| Respond to of 176387

What's happening with DELL lately? This pattern is most unusual and I haven't seen it in the past 4 earnings that I have closely monitored it now. There seems to be no momentum at all, and volume seems to have dried up completely. It's barely making the top 5 active Nasdaq stocks today, and this a week before earnings? Not to mention that we are in a bull run right now, and DELL should have outrun the market with its high beta. I wonder where DELL would be if the market was going down or sideways instead. Does the market know something that we don't? I see alarm bells ringing (in my mind at least). Dell-icious

To: Mohan Marette who wrote (76509)	11/4/1998 1:43:00 PM
From: Sig	Read Replies (2) \| Respond to of 176387

Yahooooooooooooooooooooooooooo. We've got a front row seat to a great revolution in marketing, Dell being a leader. Another day or so of this kind of action, and will be setting new highs in Dell, yhoo,aol,qlgc,intc,csco,lu,plcm Market analysts will produce new books about it, having to say... Ignore P/E. ignore earnings, ignore market cap, forget candlesticks,black crows, head and shoulders. Go with the flow, the field of endeavor, the management- the marketing concept and the basic communications that everyone wants and needs. Companies that do not embrace the Web in some form or another, even if only to keep track of data or to see what their competitors are doing,will fade away. Dell getting into storage in a big way.????Yes,yes,yes Go Dell Sig