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

To: J. D. Main who wrote (93678)	2/1/1999 7:08:00 PM
From: J. D. Main	Read Replies (1) \| Respond to of 176387

Heard the following on Bloomberg News Channel yesterday..... This MM from Prudential was being interviewed about his "picks". He stated he likes DELL even at these levels because DELL "EXECUTES-EXECUTES-EXECUTES" I couldn't of said it better! DELL RULES Jean

To: J. D. Main who wrote (93678)	2/1/1999 7:20:00 PM
From: kemble s. matter	Respond to of 176387

J.D. Main, Hi!!!!! Oracle Says Dell to Be 2nd Maker of Server Appliances San Francisco, Feb. 1 (Bloomberg) -- Oracle Corp. Chairman Larry Ellison said Dell Computer Corp. will be the second computer maker to manufacture and sell server appliances that bypass Microsoft Corp.'s Windows operating system. In a speech at the NationsBanc Montgomery Securities Conference in San Francisco, Ellison also said Oracle, the No. 1 database maker, is talking with Compaq Computer Corp., the world's No. 2 computer maker, about making the devices. Dell, the world's No. 3 personal-computer maker, joins Hewlett-Packard Co. in working with Oracle on the product, code- named Raw Iron. H-P, the world's third-largest computer maker, made its announcement last week. ''Oracle has really pulled off a significant competitive move here,'' said Merv Adrian, an analyst at Giga Information Group. ''There's a substantial number of people who only want to run an Oracle database. What would be more appliance-like than taking a server and plugging it in. That's about as utilitarian as you could get.'' ''I think they have every reason to believe lots of people are going to buy this,'' he said. Oracle will use the core of Sun Microsystems Inc.'s Solaris operating system to build so-called server appliances, powerful computers that will let businesses access database software without using a full operating system. Blow Against Microsoft Oracle has been seeking ways to blunt Microsoft's dominance of the operating system market and sell more products to corporations and businesses. Sun, another vocal Microsoft rival, and Oracle are betting that corporate customers want easy-to-use, powerful machines as an alternative to Microsoft-based computers. Ellison declined to give many details about the agreement with Dell. ''Michael Dell is anxious to distribute this product,'' he said, noting that the two executives talked on the phone this morning. Oracle is also talking to International Business Machines Corp. about making and distributing server appliances, Ellison said. Oracle Executive Vice President Gary Bloom said last week that more than 50 percent of Oracle customers run the database on a dedicated computer. On a conference call about the H-P announcement, Bloom said, ''This is not an exclusive arrangement. We do expect that we will have other manufacturers build it.'' ''We are not suffering from any lack of interest from any of the hardware manufacturers. H-P is the first to sign on,'' Bloom said. Shares of Dell gained 8 to 108. Oracle climbed 3 3/4 to 59 1/8. Hewlett-Packard increased 3 9/16 to 81 15/16. Microsoft fell 2 1/16 to 172 15/16. Compaq fell 3/4 to 46 7/8. Sun Microsystems dropped 2 1/16 to 109 11/16. 18:56:17 02/01/1999