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

To: Frank Ellis Morris who wrote (107837)	3/6/1999 4:04:00 PM
From: CRICKET	Read Replies (3) \| Respond to of 176387

And now we know how really really stupid Niles is. Any questions? Great anger and bitterness for having underwritten the looser! Cricket

To: Frank Ellis Morris who wrote (107837)	3/6/1999 6:12:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

One of the most CREDIBLE analysts speaks out on the DELL / IBM venture: <<3/5/99 / CS First Boston / Michael Kwatinetz/ FY2000E: $1.45 DELL (Strong Buy Rating) IBM Agreement is a Positive for DELL ---------------------------------------------------------------------------------------------------- Under terms of the 7 year, $16B agreement, DELL will have access to high capacity disk drives, network adapter cards, flat panel displays, high performance SRAM & custom chips. We believe this agreement could eventually broaden to include storage sub-systems and services. This agreement highlights DELL's position in the industry: it will source technology from any company where it gets great technology at a favorable cost. We believe this agreement will further extend DELL's push into the enterprise, as it gets cross-licensing of a broad portion of IBM's patent portfolio, needed increased componentry, and can leverage its strong customer base. *DELL will also get an additional flat panel display provider at a time when that product is supply-constrained.>> ---------------------------------------------------------------------------------------------------------- As long as I have been invested in DELL, Kwatinetz has accurately covered this stock. I follow the CS First Boston reviews of DELL closely. They may not say as much as the other investment firms, but IMHO they mean more. The DELL-IBM agreement is truly a bold and visonary move by both companies. DELL will gain A LOT from this new relationship. It may take the skeptics a little while to realize this. Yet, soon enough they will have to admit it <ggg> . DELL will continue to prove they are the next DELL. Regards, Scott