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

To: Mohan Marette who wrote (81046)	11/17/1998 8:19:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Mohan, Hi!!! Am not sure if this has been posted today...but, I understand...Dell received a bunch of awards at the Comdex...best at the show included for the second year in a row... Best, Kemble

To: Mohan Marette who wrote (81046)	11/17/1998 8:32:00 PM
From: Typhoon	Read Replies (2) \| Respond to of 176387

How successful DELL is depends on how large the market is going forward. Can anyone give me an idea of what the market projections are for PCs sold globally, units and dollars, and some background history would be useful too eg a meta or gartner group analysis. If Dell goes from 9% to 25% of the market as they project, the we can figure out where they will be in a few years based on future revenues.

To: Mohan Marette who wrote (81046)	11/17/1998 10:42:00 PM
From: CRICKET	Read Replies (1) \| Respond to of 176387

All Dellheads: Network appliances just announced a 2:1 stock split, effective around Dec., 21. Dell has an agreement for data storage with this company. Cricket Appliance, Inc., (Nasdaq:NTAP.O) and RedBack Networks, Inc., today announced plans to ensure the interoperability and scalability of Network Appliance(TM) NetCache(TM) high-performance Web caching appliances with RedBack's Subscriber Management System(TM)(SMS) 1000. The interoperability of the two products will result in dramatically faster service for broadband users and help grow both the broadband access and caching markets. Network Appliance is the leading provider of dedicated data-access appliances and its NetCache(TM) products are the industry's foremost caching solutions for Web traffic. As broadband connections replace modems, performance bottlenecks have shifted from modems to the Web. By transparently storing Web site data closer to the high-bandwidth broadband network, NetCache products prevent such bottlenecks and thus significantly improve the broader Internet experience for users. NetCache products offer both appliance and software caching solutions to improve access times, reduce bandwidth requirements and accelerate Web sites. RedBack Networks is the leading provider of subscriber management solutions to the rapidly growing broadband market. The company's SMS 1000 is a high-density, highly intelligent networking device that allows service providers to streamline provisioning of broadband access services, generate new types of value-added IP services, and manage large amounts of traffic. "Together, NetApp and RedBack are well suited to provide the industry with a high-performance broadband solution," said Larry Blair, vice president of marketing at RedBack. "With its demonstrated performance and reliability, NetCache fits naturally into RedBack's strategy to provide value-added services to our customers deploying broadband solutions." "The RedBack/NetApp alliance addresses the need for improved data access performance for broadband-based services," said Amit Pandey, director, NetCache. "NetApp(R) caching solutions coupled with RedBack's superior subscriber management solutions, will help broadband companies capture the full benefit of high-bandwidth services such as Digital Subscriber Line (DSL), cable and high-speed wireless." About Network Appliance, Inc. Network Appliance, a veteran in network file serving and caching, has been providing data access solutions for over six years. Major corporations and ISPs, including Bear Stearns, Yahoo, Siemens, Lockheed, Cisco, Motorola and Texas Instruments have deployed NetApp solutions. NetApp's file servers (called "filers") and Internet caching solutions (NetCache) deliver fast, simple, reliable and cost-effective access to network-stored data and enable simultaneous shared file services for UNIX(R), Windows(R) and the World Wide Web. The company pioneered the concept of the "network appliance," an extension of the industry trend toward dedicated, specialized products that perform a single function. Network Appliance filers and NetCache appliances are based on the company's innovative data access solutions known as Data ONTAP(TM) software and standards-compliant hardware. More information is available at netapp.com. About RedBack Networks, Inc. Founded in 1996 and headquartered in Sunnyvale, Calif., RedBack Networks develops networking solutions for the next generation of Internet services. RedBack's Subscriber Management System, introduced this Spring to address the scalability issues of Digital Subscriber Line deployment, received the Best of Show award for WAN and remote access equipment at Networld + Interop, Las Vegas, in May, 1998. More information is available at RedBack's Web site, redback.com. Note to Editors: RedBack and the Subscriber Management System are trademarks of RedBack Networks, Inc. NetApp is a registered trademark and Network Appliance, Data ONTAP and NetCache are trademarks of Network Appliance, Inc. All other brands or products are trademarks or registered trademarks of their respective holders and should be treated as such. --30--mr/sf* azs/sf CONTACT: Network Appliance, Inc. Adam B. Trunkey, 408/367-3644 atrunkey@netapp.com or Gallagher Public Relations for RedBack Kristi Kilpatrick, 510/749-6800, ext. 208 kristi@gpr.com or InterActive Public Relations, Inc. Beth Johnson/Robbie Mascotte, 415/703-0400 ext. 279/275 beth_johnson@ipri.com robbie_mascotte@ipri.com KEYWORD: CALIFORNIA INDUSTRY KEYWORD: COMPUTERS/ELECTRONICS COMED INTERACTIVE/MULTIMEDIA/INTERNET Today's News On The Net - Business Wire's full file on the Internet with Hyperlinks to your home page. URL: businesswire.com Copyright 1998, Business Wire

To: Mohan Marette who wrote (81046)	11/18/1998 12:56:00 PM
From: BGR	Read Replies (2) \| Respond to of 176387

OT Mohan, This is what I understood from following the S.E. Asian crisis as covered in the Economist. In large part the current S.E. Asian crisis was caused not by any systemic problems within the economies. Reality: What many are now labelling as crony capitaism was in fact a product of the special social structure in these countries with emphasis on higher % of personal savings and investing that in relatively safer investments like corporate bonds via bank account deposits. Thus debt financing is more popular than equity financing in S.E. Asia resulting in debt-to-equity ratios unacceptable by Western banking standards. Since high debt loads may lead to cash flow problems in hard times, the corporate social structure evolved into supporting networks of companies and banks so that loans will not be called back at the drop of a hat in times of emergency. Fact is, this arrangement worked rather well in the 80's and early 90's though it is presently being branded as intrinsically negative. Problem 1. In response, Western banks poured short-term money in without realizing the imbalance that was being created in the structure which by default assumes money supply as long-term. The problem was the misunderstanding of the nature of the money supply (which IMO is to be shared by both sides) and not in the struture itself. Problem 2. In 1995 with the yen dropping in value the S.E. Asian currencies that were pegged to the dollar started losing exports. This put a pressure on their currencies and the hedge funds moved in for the kill. Now it has traditionally been argued that hedge funds have minimal influence in moving markets, but presently with derivatives and liquidity such is not quite the case any more (witness LTCM). In response, the short-term money started to move out, putting further downward stress on the economy and hence the currencies. In no time this spiralled into a full-blown crisis. Problem 3. Enter the IMF. They had a hammer (raise interest rates) which worked well in Latin America so S.E. Asia looked like a nail to them. Unfortunately they failed to realize that real interest rates were not low by any standards in S.E. Asia which was experiencing little inflation and was in fact facing a depression. Paul Krugman argued in the New Republic a few issues back that the IMF did the textbook opposite of what it should have done, which was to lower interest rates to simulate the economies and the currency would have followed on their own. Instead, focussing on limiting the outflow of short-term money the IMF led the countires into a recession causing the currencies to fall further and short-term money outflows skyrocketed. Result. Even with enormously high real interest rates and expansion of the risk premium, no foreign investors were willing to put money back in the countries, which spiralled into a second currency problem in 1998. Now it may seem that this is counter to market rationality, but in reality it is not. Raising interest rates shut of economic growth and lowered the sovereign debt rating of these countires to high-yielding junk bond status. And we all know that happened in the high-flying 1980's junk bond market. To sum it all up, it was not the system that didn't work, it was the misuse of the system. If the S.E. Asian countires are to be blamed for anything it is for their acceptance of piles of short-term cash and nothing else. It heartens me to see that now the countires have 1. lowered interest rates which is stimulating the economy 2. putting in restricitons to short-term money flows (This may seem counter to free market ideas, but no one is required to invest in these economies anyway and I view this as a corporate bond with a minimal holding time, which is not too uncommon. Such bonds are usually high-yielding to compensate the investor.) 3. trying to set up an AMF which should understand the social dynamics of these countries better and hopefully be a better lender than the IMF (Note that these countries together are net creditor nations holding about $800 Billion in US treasuires. It makes no sense that they will get 4-5% interest on these and pay the foreign banks 10% or more. They should be able to invest the surplus capital in themselves with much better returns.) So in all, I soon hope to see the economies of the S.E. Asian countires to start to prosper again. Sorry about the long post. -Apratim.