| To: Rascal who wrote (148535) | 12/6/1999 7:56:00 AM | | From: Dorine Essey | | | |
Hi Rascal,
Now is NOT the time to SELL DELL and IMHO I would never sell DELL if I can help it. There are times because of margin calls etc. but NOT NOW. DELL is on a run. Slow. but definatly showing signs of going up further.
Dorine
Happy Holidays |
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| To: arthur pritchard who wrote (148560) | 12/6/1999 8:00:00 AM | | From: TechMkt | | | |
Is this the type of technology that DELL will have access to under its agreement with IBM? If so, this puts DELL in an EXCELLENT position.
Fez
____________________________________
IBM to Introduce Breakthrough in Chip Technology
Henry Norr, Chronicle Staff Writer Thursday, December 2, 1999
------------------------------------------------
IBM is set to unveil a series of advances in chip design and materials that it said will keep ``Moore's law' on the books for at least another decade.
The oft-repeated industry maxim, originally coined in 1965 by Intel co-founder Gordon Moore, holds that the capabilities of semiconductors double roughly every 18 to 24 months. Intel and most other industry leaders believe they can sustain that rate of advance for at least 10 or 15 years, but acknowledge that doing so will require solutions to some daunting technical challenges.
In 18 papers to be presented starting Monday at a Washington, D.C., conference called the International Electron Device Meeting, IBM will disclose its solutions to several of those problems. The techniques are ready for production, according to the company, and products incorporating them should be available for purchase in a year or two.
``Clearly, a lot of what was pie-in-the-sky research at IBM has been applied to real products in the last 24 months,' said Rick Doherty, president of the Envisioneering Group, a technology research and consulting company.
``If you look at their technical papers and patents, they're rolling out technical secrets faster than other semiconductor companies, even bigger ones,' he said. Doherty credited IBM CEO Lou Gerstner for pushing his vaunted research staff to get more involved in product development.
The innovations to be disclosed next week fall into three main areas, according to Bijan Davari, vice president of research and development at IBM Microelectronics.
-- One topic is a design approach called SOI, for ``silicon on insulator,' which IBM first announced a year ago but is only now ready to introduce into production. By itself, Davari said, SOI improves performance by 30 to 35 percent compared to previous technology; when it's combined with another recent IBM advance, the use of copper instead of aluminum for the tiny wires inside the chip, the improvement increases to 50 percent, he said.
Alternatively, product developers can use the new technologies to get the same processing performance they do now, but with only a half to a quarter as much power. Reducing power requirements reduces the amount of heat the chips generate in operation.
That's a significant benefit of the new IBM techniques, Envisioneering analyst Doherty said, because more than half the chips manufactured worldwide now go into what he called ``heat-conscious devices.' That category includes not only mobile products like cell phones and notebook computers, but also large hubs and switches used to manage Internet traffic, which now operate at such high speeds that the heat they generate is a serious problem, he said.
The first chips combining copper and SOI, due next year, will be designed for network servers and other large computers, but eventually the combination will make its way into a variety of products, according to IBM spokesman Philip Bergman.
-- The second innovation IBM will describe is a new design for dynamic RAM that will make it possible to build large amounts of it directly into the processor chip, instead of on separate chips as current DRAM designs require.
Co-developed with German chipmaker Infineon, the new technique puts entire memory cells into trenches within the silicon layers of a chip, leaving a smooth surface for other kinds of transistors on other layers.
Because a processor can fetch data much faster from built-in memory than from separate chips, the new approach could double or triple overall performance, according to Davari.
The technique is likely to appear in a year or two, he said, in specialized chips used in hubs and routers and for high-speed graphics, but later it will make its way into the processors used in desktop PCs. In 5 to 10 years, he said, it could make a possible a dramatic simplification in processor design, which in turn would cut costs and improve performance still further.
-- IBM's third advance involves the use of a material called silicon germanium in communications chips such as those used in cell phones. Davari said the material is cheaper than the alternatives used today and makes it easier to integrate millions of transistors in one chip. The net effect will be to reduce the number of chips needed in a cell phone to 2 or 3, compared with the 8 to 12 used in most mobile phones today.
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| To: kemble s. matter who wrote (148544) | 12/6/1999 8:04:00 AM | | From: Dorine Essey | | | |
Good morning Kemble and all our DELLHEAD friends,
quote.bloomberg.com
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Dec. 3, 1999--
Credit Suisse First Boston Annual Technology Conference Continues with
Presentations by Dell, Gateway, and Network Associates, Among Others
Credit Suisse First Boston's Annual Technology Conference
continued with presentations from Michael Dell, CEO of Dell Computing;
Bill Larson, CEO of Network Associates; Jeffrey Dachis, CEO of
Razorfish; Theodore Waite, CEO of Gateway; and Donna Dubinsky,
President and CEO of Handspring, Inc., among others.
-- Dell Computer Corp. (DELL) CEO Michael Dell believes that 2000
will be a very strong year for PC demand. Temporary supply
shortages appear to be constraining PC Vendors in the near term,
but Credit Suisse First Boston research analyst Michael Kwatinetz
believes this will clear before the end of Dell's Q4. Dell
appears to be tracking towards Kwatinetz's Q4FY00 $0.21 EPS
estimate. He believes Dell's valuation remains compelling and
reiterates his Strong Buy rating. |
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| To: Dorine Essey who wrote (148564) | 12/6/1999 8:16:00 AM | | From: TechMkt | | | |
Monday December 6, 8:02 am Eastern Time
Alert: Red Hat , Dell Expand Pact to Include Service and Support Deal (NasdaqNM:RHAT, NasdaqNM:DELL)
(This is a headline-only alert, although it will likely be followed by an article soon |
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| To: arthur pritchard who wrote (148559) | 12/6/1999 8:46:00 AM | | From: Sig | | | |
OTOT
Hi Arthur: Re Sunw
About 3000 of the SUXLH calls (Dec 140)were traded
Friday morning at ~$7 as seen on quote.com. So
somebody saw the news before we did.
An investment of 2mm which should be very
lucrative to the buyers.
I have taken to scanning for clues like that
esp on stocks like aol and if one can guess whether
its buy or a sell it can be a winner to follow
the bet.
Sig
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| To: TechMkt who wrote (148565) | 12/6/1999 8:46:00 AM | | From: Dorine Essey | | | |
HANG ON TO YOUR HATS
Business Wire RED HAT AND DELL EXTEND STRATEGIC ALLIANCE; COMPANIES SIGN WORLDWIDE SERVICE AND SUPPORT AGREEMENT; DELL TO FACTORY-INSTALL RED HAT LINUX ON ENTIRE SERVER LINE BUSINESS/TECHNOLOGY EDITORS
--------------------------------------------------------------------------------
RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--Dec. 6, 1999--Red
Hat(R), Inc. (NASDAQ:RHAT.O), the leading provider of open source
solutions, and Dell Computer Corporation (NASDAQ:DELL.O), the world's
leading direct computer systems company and a leading provider of
servers for the Internet infrastructure, today extended their
strategic alliance with a worldwide service and support agreement and
a commitment from Dell to factory-install Red Hat Linux on all future
and currently shipping Dell(R) PowerEdge(R) server models.
Dell, the number No. 2 PC server provider worldwide(1), was the
first major systems vendor to factory-install Red Hat Linux on its
servers and workstations. With today's announcement, Dell becomes the
first major systems vendor to factory-install Red Hat Linux across its
entire server line, making the PowerEdge brand even more attractive as
a platform on which to build Internet-based business activities.
Factory installation of an operating system (OS) customizes each
server to exact customer specifications, which can save companies time
and money and ultimately speed the installation and deployment of
systems once they reach the customer location. Dell continues to offer
factory installation of Red Hat Linux across selected configurations
of its workstations and desktop PCs.
"The Dell 'seal-of-approval' is important in advancing
Linux-based OSes in the enterprise space," said Matthew Szulik,
president and CEO of Red Hat. "Dell continues to lead all server
providers in offering Red Hat Linux-based platforms, and with today's
announcement, adds worldwide service and support to its Linux
capabilities. We're pleased that customers can look to Dell for a
'one-stop-shop' customized Red Hat Linux solution."
"Over the last year, we've seen increasing demand for Red Hat
Linux, particularly from Internet Service Providers, government
agencies, universities and businesses of all sizes," said Jack Steeg,
vice president of alliances, Dell Computer Corporation's Enterprise
Systems Group. "Our shipments of Red Hat Linux have more than doubled
over the past quarter and we expect this trend to continue and even
accelerate as the adoption and acceptance of Linux as a mainstream
operating system increases significantly."
"We operate our entire business, providing seasonal and holiday
home decor products and resources over the web, on Dell PowerEdge
servers and Red Hat Linux," said Justin Anderson, chief information
officer for iCelebrate.com. "Beginning with Halloween, we are in the
midst of that time of year where we expect our heaviest server
traffic. The Dell-Red Hat combination is a cost-effective solution
that has reliably kept our Web site humming."
The worldwide service and support agreement announced today is a
first for Red Hat and Dell. The agreement provides Dell customers with
a combination of free and discounted services and support and will
help improve their ownership experience. With this agreement, Dell's
global customers can now get service and support for Red Hat Linux in
all the major business regions of the world and all Dell customers
using Red Hat Linux can expect increased levels of service and support
from Dell and Red Hat. As part of its continued focus on Linux service
and support, Red Hat recently opened a series of customer support
centers to provide support for Europe, Middle East, Africa, Japan and
the Asia Pacific region.
These new resources will assist PowerEdge server customers by
providing Red Hat Linux support in native languages. The agreement
offers Dell customers 90 days of Web and phone support from Red Hat;
discounted Red Hat professional services, including installation
assistance where necessary; and 180 days of Red Hat subscription
services, which automatically notify administrators via email of new
OS versions and patches.
As an additional part of the extended strategic alliance, Dell
and Red Hat have committed engineering resources toward ensuring that
Red Hat Linux runs optimally on Dell PowerEdge servers and associated
peripherals. All Dell PowerEdge servers are Red Hat tested and
certified, and are ready for customer use out-of-the-box.
About Red Hat Services
From installation and configuration support to certification
programs to consulting, Red Hat services set a new standard for
enterprise-level support for Linux-based operating systems. Red Hat
continues to grow its support offerings, including the international
expansion of its popular Red Hat Certified Engineer training and
certification courses for Red Hat Linux. Red Hat also offers Developer
Training courses.
With more than 350 expert consultants, Red Hat and its partners
offer Red Hat Linux consulting services, including: on-site
consulting; strategy formation; planning; evaluation; classification
and organization; training; implementation; recurring operations and
audit. Red Hat Linux-based enterprise IT operations can choose
anything from initial installation help to full, ongoing outsourced
management of their complete Linux-based information management
operation. Red Hat offers all the services needed to successfully
install, integrate, manage and support open source solutions in
today's rapidly growing enterprises.
Enterprises such as AutoZone and Burlington Coat Factory
Warehouse Corporation have also chosen Red Hat for services. For more
information about Red Hat services and support solutions, see
www.redhat.com/products/support_solutions.html.
Pricing and Availability for Dell PowerEdge Servers
Dell PowerEdge servers with Red Hat Linux 6.1 factory installed
are available in English today worldwide. Dell expects to factory
-install and support other languages of the Red Hat Linux operating
system in the coming months. Pricing depends upon customer-specified
configurations. Information on Dell and its products can be obtained
through its toll-free number 1-800-388-8542 or by accessing the Dell
World Wide Web site at www.dell.com.
About Red Hat, Inc.
Founded in 1994, Red Hat (NASDAQ:RHAT.O) is the market leader in
open source operating system (OS) software, services and information.
Along with its award-winning open source Red Hat Linux OS, Red Hat
offers a full line of services, including telephone support, on-site
consulting, developer training, certification programs and priority
access updates, making Red Hat a leading resource for knowledgeable,
innovative, mission-critical open source solutions. Red Hat shares all
of its software innovations freely with the open source community
under the GNU General Public License (GPL). The Official Red Hat Linux
OS and related services are available directly from the company and
through its partner, distributor and reseller programs. Red Hat is
based in Research Triangle Park, N.C. and has offices worldwide. Visit
Red Hat on the Web at www.redhat.com. For investor inquiries, contact
Lippert/Heilshorn at (212) 838-3777.
LINUX is a trademark of Linus Torvalds. RED HAT is a registered
trademark of Red Hat, Inc. All other names and trademarks are the
property of their respective owners. |
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| To: OLDTRADER who wrote (148570) | 12/6/1999 9:20:00 AM | | From: Dorine Essey | | | |
William,
If you click on JD Main, you will be able to send a private message or e-mail him by again clicking his name.
Hope this helps. You have your pm turned off, but you will be able to send him messages.
By the way, Good morning
Dorine |
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