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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Mark Duper who wrote (6320)	2/19/1999 2:49:00 PM
From: blokker	Respond to of 21876

LULULULULULULULULULULULULULULULULULULULULULULULULULULULULU!!!! KEEP IT UP LU LU !

To: Mark Duper who wrote (6320)	2/19/1999 5:07:00 PM
From: Bindusagar Reddy	Respond to of 21876

<Dell's been able to keep its average selling price over $2,000, which has assured high profits in a business getting more commoditized every day. > This is the beginning of the end of DELL ERA. REMEMBER MICRON IN 1995. Suddenly bottom fell. Micron was a well managed company, but they could not control pricing. DELL is well managed but they can not control the market and rapid price declines. DELL might as well sell books and CDs, DVDs to make up the revenues and diversify their business. DELL will visit 20s after split. Next big winners are in TELECOM EQUIP and SERICE PROVIDERS. Regards, BR

To: Mark Duper who wrote (6320)	2/19/1999 6:36:00 PM
From: Digitom	Read Replies (3) \| Respond to of 21876

exerpt from Jim Seymour's column... <<Dell's quarter may also be a warning to pending slowdowns in PC hardware sales, as companies throttle back information-technology capital spending to divert funds to Y2K remediation efforts.>> I see forecasts such as this often these days. However, who is getting this y2k work? The service companies that I follow--KEA,CPWR,CHRZ-- have seen their percentage of revenues derived from y2k diminish from as high as 50% in previous quarters to as low as 10% in the most recent. As low as 7% predicted for next quarter. ~The above percentages are rough figures culled from rough memory~