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

To: Mehitabel who wrote (127484)	5/20/1999 9:36:00 PM
From: Augustus Gloop	Read Replies (1) \| Respond to of 176387

I agree....In fact I said to my brother who owns plenty of dell along with me that his response seemed tentative. It was far from hype IMHO.

To: Mehitabel who wrote (127484)	5/20/1999 9:41:00 PM
From: Dorine Essey	Read Replies (1) \| Respond to of 176387

Read down about DELL IBMhead sees strong e-business growth-paper ----------------------------------------------------------------------- PARIS, May 20 (Reuters) - International Business Machines Corp's electronic commerce business is growing extremely fast, Chairman and Chief Executive Louis Gerstner was quoted as saying in an interview published on Thursday. "It's coming much faster than I had imagined. We have created a lot of e-business products and they are growing at lightning speed," Gerstner told the French business daily Les Echos in an interview about his strategy for IBM. "(Computer) services is where turnover is going to be generated strongly in the next 10 years, helping companies to create purchasing tools, logistics chains, with Internet technologies. E-business is going to change all kinds of areas, not just computers," Gerstner said. He said software was IBM's second opportunity in this area, through electronic commerce products or managing information. "Finally, e-business is going to generate new demand for equipment, especially in storage and servers." In the interview, published across two full pages, Gerstner said IBM must "absolutely" remain in personal computers. "It's important to understand that there are two transitions underway in the PC world -- the massive fall in prices and the method of distribution. You have to wait until these are complete to have a better idea of prospects in this industry." Dell Computer Corp DELL.O, which sells personal computers directly, is challenging IBM's position and according to London research group Context overtook IBM in the first quarter to take a 9.3 percent share of the market. Gerstner outlined a vision of the future of computing as heading towards "pervasive computing" at one end -- with computers embedded in day-to-day objects -- and very large systems or "deep computing" at the other. "In the middle is a very competitive business with mass-market products (commodities). "As long as we are successful we will remain in this commodity market. We are under no obligation to stay there. But there is an enormous opportunity in the services that cover this space," he said. REUTERS Rtr 05:20 05-20-99 Copyright 1999, Reuters News Service