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To: calgal who wrote (162495)	11/5/2000 7:16:51 PM
From: Elwood P. Dowd	of 176342

Westmoreland.... You left out the best part of the paragraph. El Dignan: On The Street Friday, November 3, 2000 Cisco, Dell Earnings Could Rock the Market Larry Dignan, Editor Inter@ctive Investor Just when you thought earnings season was just about done, here come two bellwether reports. First up will be Cisco Systems (Nasdaq: CSCO), which reports fiscal first-quarter earnings on Monday. According to First Call, an earnings tracking firm, the networking powerhouse is expected to post a profit of 17 cents a share. Actual results are irrelevant in many ways -- it's all about the company's outlook. If Cisco dismisses concerns about a slowdown in telecommunications capital spending, things will be looking up. If not? Look out below. The other key report lands next Thursday night. Dell Computer (Nasdaq: DELL) will report its third-quarter results. Analysts are expecting a profit of 25 cents a share. Look for a lot of hand wringing over growth rates with this report. Is Compaq making life tough for Dell?

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To: rudedog who wrote (162497)	11/6/2000 9:57:56 AM
From: Jean M. Gauthier	of 176342

Based on what I am seeing here, it is ComPaq that is increasing server revenue rapidly, they have the "mindshare" momemtum on Server platforms/& Win2000 Server Rollouts. BTW, I am getting thoroughly and indubitably impressed with the whole new .Net strategy of Microsoft as well as their new products in the BackOffice family such as BizTalk, Bye Bye EAI STC/CrossWorlds , MSFT is coming for you The new Universal Runtime engine, wow, what a concept and others I am very, very impressed again with MSFT products, and suggest anyone consider their company for investment. Microsoft is back, it's business is mature, but it's a LOT better than some others like IBM. Dell, unfortunately, is still sick from the neck up, with a misguided (but very rich) idiot who thinks that selling PC's direct is the same business as selling Enterprise Systems, 8 to 32 way and later, above SAN & NAS systems to corporations, Hell he could not EVEN make the Network Appliance linkup work, and NTAp is the BEST, and could have thought him a bit about the business, NTAp indicated that Dell's bottom basement salesreps could not/would not learn & be able to sell "semi to complicated systems" even an end-to-end solution like NTAP's products. So I am bullish , a lot on MSFT, moderately on SUN, and not a hell of a lot on DELL.. If I had to buy a system vendor, I think ComPAq is the best positioned now for growth. BTW, I think their big purchases of DEC & the other one are starting to pay off in the realm of 8 way Plus & 16/32 processor systems with win 2000. JMO Take care Jean

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To: Jean M. Gauthier who wrote (162512)	11/6/2000 10:23:55 AM
From: rudedog	of 176342

Jean - no question CPQ is growing the high end of the Intel-based server business way faster than anyone else. DELL is making great progress in the low end of that business. DELL's model says that they have to get a high-leverage position - i.e. let CPQ and others "make the market" and then sell the sweet spot. That has worked fine with 1P and 2P servers for small businesses but not so well for larger servers. DELL will have to tweak the model a little to move up. Still, DELL is growing units well. DELL as an investment is kind of where CPQ was 2 years ago - they are just beginning a difficult transition away from having the PC business as the core of their growth. CPQ chose to do that by moving "upstream" in a big way - but CPQ delayed about 2 years too long, and as a result their PC business was pretty sick by the time they started the transition. DELL even today has a healthy PC business. But I doubt that DELL will do anything as radical as CPQ did - they don't intend to "re-invent" themselves. Instead, they will shift increasing focus into laptops, workstations and volume servers, all of which they can sell without the big infrastructure overhead CPQ had to integrate. They also will make a move into "commodity" storage, and area which should show good growth - although not as good as the high end storage business. I see DELL taking a couple of years to sort it out and get on the new path, during which time I don't expect a lot of performance from the stock. I hope they can make the transition while maintaining sufficient business momentum to keep the stock price rising at least a little. I doubt that this will be a "growth" stock any time in the next few years, but I expect the price to increase maybe 20% per year, which is fine as a component of my base portfolio. Even 10% would be OK as long as I believe in the long term value, since I have no need to sell any time soon. I also agree completely with your thinking about ".NET" - MSFT has a great opportunity and it is a powerful strategy. I also think that SUNW is on the wrong path with their strategy, but their current momentum will hold for a while. I have been gradually reducing my SUNW position over the last few months.

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