Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jock Hutchinson who wrote (86182)	12/19/1998 7:03:00 PM
From: t2	Respond to of 176387

To: Jock Hutchinson who wrote (86182)	12/19/1998 8:01:00 PM
From: Dalin	Respond to of 176387

Re: This puppy has moved sideways the past two months for the first time in its history. I don't think so! D.

To: Jock Hutchinson who wrote (86182)	12/19/1998 8:41:00 PM
From: Dennis	Read Replies (2) \| Respond to of 176387

You mentioned IBD Monday issue and two funds selling Dell....you do realize that the reported data is MONTHS old. They could be buying back as we speak. Good Luck

To: Jock Hutchinson who wrote (86182)	12/19/1998 9:44:00 PM
From: OLDTRADER	Respond to of 176387

Fidelity is presently probably "cumulatively speaking-(investment act of 1940 only allows 5% maximum in any single fund)the largest single institutional holder of Dell-at this moment---_to be specific it is ,if the truth was known,most likely the biggest single reason Fidelity's mediocre funds have made any kind of late year come back.PLEASE NO MORE IDIOT POST!

To: Jock Hutchinson who wrote (86182)	12/19/1998 9:54:00 PM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

P.S-to be exact Fidelity holds cumulatively over 110, 000,000 shares of DELL at this moment!-Source latest Vickers report off of my brokerage office scope.Almost 11% of the float after taking out MD stock.

To: Jock Hutchinson who wrote (86182)	12/19/1998 11:26:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

THE KNOCKOUTS OF 1998... / 'We kick your cyber-butt' Dec. 18, 1998 (InternetWeek - CMP via COMTEX) -- "Which would you rather be: a conqueror in the Olympic Games, or the crier that proclaims who are conquerors?" -Homer Mohan-(not to be mistaken for Homer Simpson) In 1998, a select group of companies, technologies and individuals were conquerors that reduced their rivals to mere criers by turning in enviable results. They were the gold-medal winners as the Internet and IP technology dominated the enterprise and the industry. These individuals and technologies defined an industry during a time when America is redefining the way it does business. No one helped craft that definition more than Dell Computer. The PC manufacturer's direct-sales and build-to-order strategies were legitimized left and right, as earnings skyrocketed and channel-huggers Compaq, Hewlett-Packard and IBM scrambled to find a way to mimic the success without nuking their existing businesses. Direct selling also proved to be a fertile foundation for Web sales, as Dell recorded $2.5 billion in online sales and embarked on an ambitious plan to Webify its links with suppliers, service partners and corporate customers in a complete value-chain continuum. Other companies also hit high notes. Lucent Technologies broke from its telecommunications roots, buying up networking companies such as Livingston Enterprises, Prominet and Yurie Systems. Lucent also used its deep pockets to develop voice-over-IP products. Sun Microsystems was another top performer. It won a court order forcing Microsoft to make its version of Java compatible and became a major enterprise software player by buying the right to redistribute Netscape products. It also released its Java 2 platform and Enterprise JavaBeans specification. Red Hat Software Inc. led the charge to legitimize the open-source Linux operating system for the enterprise and in the process posed a serious challenge to Microsoft's NT. Red Hat received support from HP, Informix, Intel, Netscape, Oracle and Sybase, and by year's end had released a series of tools and support options. Stock maven Charles Schwab & Co. loosened its suspenders and finally developed a strategy for the jeans-and-T-shirt world of the Web. Though late to the game, Schwab moved 90 percent of its 2 million online accounts to its Web trading site. The site now handles 4 million transactions daily. The auto industry found parking on the Web with the Automotive Network Exchange, a huge IP network for dealers, suppliers and customers. By year's end, the Big Three automakers were expecting to save $1 billion annually. Two technologies also were champions in 1998. Virtual private networks tunneled their way into the hearts of IT managers with a way to cut costs on WAN and remote access. The Extensible Markup Language (XML)-a meta-language that describes data-was ratified, and products from databases to application servers began to incorporate it. Both major browsers adopted the technology aimed at improving interoperability among Web applications. A couple of human elements put a face on success this year. IT managers in particular were transformed into company gems as the network became critical for corporate survival. Executives leaned on IT to address Y2K compliance, security and Web access. They also were called upon to establish service level agreements. Their importance was reflected in salaries that rose nearly 12 percent during the year. Then there were the heroics of Eric Schmidt, who took over Novell just after it was left for dead. He oversaw NetWare 5's release and won support for NDS from Cisco, Lucent and Nortel. It all meant renewed vigor for Novell. But for all his bravado, Schmidt couldn't find respect outside the industry. In October, he was quoted as saying, "Heck, I can't even get them to hold the pickle on my Whopper." WINNERS 1. Dell Computer: We compete the newfangled way: We kick your cyber-butt 2. Lucent Technologies: Where cash and ambition meet 3. Sun Microsystems: McNealy's toothy grin is getting bigger 4. VPNs: Tunneling their way to respectability 5. IT managers: Handed keys to the corporation 6. Eric Schmidt: Chased the Grim Reaper out of town 7. Charles Schwab: Geeky stock guys now geeky Web guys 8. XML: Can we talk? You bet 9. Auto industry: No used-car salesmen here 10. Red Hat Software: I'll see your open source and raise you one -0- By: John Fontana 1998 CMP Media Inc. (Courtsey:CMP via COMTEX via marketwire.) ===================================================== PS: I hold no less than 10 different Fidelity funds for the past decade and change and I keep track of what they do.Fidelity sold a some shares of DELL during the market meltdown a few months ago and picked up some Compaq but they still kept majority of the DELL shares. Jock you dont (seem to) know jack about Dell and I mean that.Now if you are trying to pick up some Dell on the cheap that is quite understandable.