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

To: Mohan Marette who wrote (92911)	1/30/1999 12:23:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Dell Shares Rise to Record as 4th-Qtr Shipments Surge New York, Jan. 29 (Bloomberg) -- Shares of Dell Computer Corp., the biggest direct seller of personal computers, rose 6.2 percent to a record after a report on industry sales showed Dell is still growing much faster than its rivals. Dell rose 5 13/16 to 100 in trading of 36.4 million, making it the most active stock in U.S. markets. Earlier, it touched a record 100 3/8, up more than 50 percent in three months. Today's rally started after International Data Corp. said Dell's PC shipments rose 56 percent in the fourth quarter, giving the company 8.4 percent of the world market. Dell saw the strongest growth of any of the top five manufacturers as it benefited from its model of selling directly to end users, carrying very little inventory to keep costs low. ''Their growth is still very robust,'' said Duane Eatherly, portfolio manager at Banc One Investment Advisors Corp. in Columbus, Ohio, which owns more than 3 million Dell shares. The numbers from IDC show that Round Rock, Texas-based Dell's sales in the quarter ending today will rise 45 percent. The company is expected to earn 31 cents a share in the fiscal fourth quarter, the average estimate of analysts polled by First Call Corp., compared with net income of $285 million, or 20 cents, in the year-earlier period. IDC today said worldwide PC shipments rose a better-than- expected 15 percent in the fourth quarter as U.S. consumers snapped up inexpensive machines during the holiday season. IDC had expected shipments to rise 12 percent worldwide. ''The PC industry is growing faster than some people expected,'' said Sands Brothers & Co. analyst Matt Russo, who rates Dell ''buy.'' ''Everyone is doing well right now.'' Dell is doing particularly well, especially in the U.S., where it made gains against industry leader Compaq Computer Corp. Dell's share of the U.S. market rose to 12.8 percent in the fourth quarter from 9.9 percent a year ago. Compaq's share of the U.S. market fell to 18.1 percent from 19 percent. Compaq's shares rose 3/8 to 47 9/16.

To: Mohan Marette who wrote (92911)	1/30/1999 1:37:00 AM
From: arthur pritchard	Read Replies (1) \| Respond to of 176387

Mo: <stranded in round rock> just arrived in rr.Do you happen to know a place with a weekly rate, set up with two phone lines, so a person can be on the net without oweing more in phone charges, than the room rate? EVERYONE HAS BEEN TOO BUSY TO ANSWER MY question about a hot shot austin isp also, if you have that info. Sorry to pester you guys. Then I'll go away....I want to trade here one week a month. (Maybe I should have asked permission????????) I am in a room just for one day 512 246 2800 x415 with voice mail, in case anyone can give me ideas. tia

To: Mohan Marette who wrote (92911)	1/30/1999 12:03:00 PM
From: Sig	Respond to of 176387

Re High end computers <<<<Ok I like to hear what you have to say about this,particularly considering Dell is not in the very high end of computing,mid range is our forte is it not? So wouldn't it be prudent to assume the high end guys-IBM,HP,CPQ,SGI et al- will have trouble ahead in this segment? Well that is my story I am sticking to it.>>> Mohan: It tells me that the BBB's (big blue boxes) that used to cost millions are being superceded by equally capable small off-white boxes (or racks) costing thousands that are moveable and don't require special facility items like cooling ducts. Informed sources( not in Wash DC)also tell me that the existing BBB's are not being sent to the city dump yet because some companies still have tax write-off's available and they still "work" well in their own way. Sig