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

To: Mark Peterson CPA who wrote (107693)	3/5/1999 4:49:00 PM
From: stockman_scott	Respond to of 176387

Great Find Mark: I love these comments... <<He predicts that servers will go in the same direction. With IBM in the picture, he says, Dell could change that end of the market. "Gee," he told Newsbytes, "can you imagine, Dell servers with 'Quality IBM Inside' stickers? Dual branding. And we're not just talking desktops and servers here, we're talking notebooks. There's a big shift happening to notebooks in the corporate side and it's happening with consumers too. And now PDAs (personal digital assistants) are becoming more and more popular on the consumer side and getting into corporations. I see a seamless PDA to DT kind of connection." He added, "Dell is really a market expert, IBM the technology guru. Put those two together, and -- bingo. It's looking good." >> There are some analysts, industry watchers, Fund Managers and individual investors who clearly get it <ggg>....There is tremendous synergy between these companies.!!!! Have a great weekend. Regards, Scott

To: Mark Peterson CPA who wrote (107693)	3/5/1999 5:11:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

mark..re:ibm...new direction...analysts... disagree with the thought of abandoning wintel platforms...what does he suggest another attempt at apple/macs...think his read is wrong...dell abandons wintel and i exit the stock...to drastic of a choice...trying to create a new franchise which would go against present philosophy....not good to tie so strongly to one concept...don't think they are struggling like other oem's...taking market share from ibm... i think it will play out with ibm quietly exiting the consumer pc business and allowing dell by default to take their business customer base...ibm still supplying components and doing service...much more profitable parts of their business...think ibm is the "needy" partner seeing dell gaining ground....venture will hurt cpq,gtw,hp....unisys, wang, seg.... smart buying under 80...yes.......but consolation to those who bought +100...also smart for long term....take care, ed a.

To: Mark Peterson CPA who wrote (107693)	3/5/1999 8:28:00 PM
From: Ralph M. Pree	Read Replies (2) \| Respond to of 176387

Thanks for the comment.. I bought Dell for the first time early this week. Now I'm a DELL Head instead of a Bell Head.. GO DELL Ralph

To: Mark Peterson CPA who wrote (107693)	3/5/1999 10:14:00 PM
From: OLDTRADER	Read Replies (2) \| Respond to of 176387

Mark:Hi --I bought 83400 at an average fill of 81.256 sweated it out but watched the volume just "DRY-UP" every time DELL got to 77.50-78.50 area-there was no stock available.Best Regards-Bill 6-degrees of separation!

To: Mark Peterson CPA who wrote (107693)	3/5/1999 10:36:00 PM
From: Boplicity	Read Replies (4) \| Respond to of 176387

Here's another spin on why DELL should be selling sub $1k computers. It is my believe that corporate users will be using PCs that are desk bound less and less along with other non-PC devices to access information. DELL has to learn to make a profit at a lower price level because of the greater use these coming devices. What better way to learn then by selling sub $1k computers.. Also, why let a segment of the PC market slip by? It's time for them to start selling sub $1k, especially if customers are asking for them. Greg