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

To: kendall harmon who wrote (98644)	2/13/1999 8:28:00 AM
From: hdl	Respond to of 176387

Michael Dell's comments are more important than Niles' comments. Apparently in response to a question at the Goldman tech conference he said Dell was on a tear attracting enterprise customers from established players. (Compaq says it is taking share from Dell). Kemble-98436, 96575, 96531, Mohan-96499. Others refer to a tear re servers-Two to Tango-98561, BGR 98268., uncle frank-96876 96531 links servers (big new facility) and tear re enterprise. Michael Dell and bulls are emphasizing the positive-sales to enterprise, storage, servers, higher ASP and margins, and bigger sales per customer. Bears emphasize lower share of sales to consumer.