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

To: Tom G who wrote (148798)	12/8/1999 11:11:00 PM
From: Buckwheat	Respond to of 176387

An interesting article on the availability and cost trends for LCD screens. techweb.com Buckwheat

To: Tom G who wrote (148798)	12/9/1999 11:49:00 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Hi!! Thanks for the report.... RE: Take Dell's enterprise business, Berlino says. While the company's sales of big machines is experiencing strong growth, merely maintaining market share in the server, storage and services market would generate $10 billion to $12 billion in calendar 2000. That, he says, would push its revenue above $35 billion, which would represent 40% growth. Berlino upped his fiscal-year 2001 earnings estimate by six cents and his revenue forecast by $2 billion to reflect this opportunity. The effort that Michael Dell has been putting forth has been overlooked...His schedule of talking to corporate heads has been given very little recognition...Knowing the Windows 2000 upgrades and the growing ecommerce concerns DELL is in a perfect position for gaining not only the attention of prospective contracts but adding additional revenue with their future ecommerce guidance...I've stated in the past that this area of growth is by far the greatest potential for their expansion...Thanks again for the report...IMO those that are long on DELL would be wise to remember this analysis... Best, Kemble

To: Tom G who wrote (148798)	12/9/1999 12:10:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

Tom Take Dell's enterprise business, Berlino says. While the company's sales of big machines is experiencing strong growth, merely maintaining market share in the server, storage and services market would generate $10 billion to $12 billion in calendar 2000. That, he says, would push its revenue above $35 billion, which would represent 40% growth. Berlino upped his fiscal-year 2001 earnings estimate by six cents and his revenue forecast by $2 billion to reflect this opportunity. apparently the doctors and lawyers sitting in their offices failed to notice this portion of the report. more importantly, Berlino has had the most negative slant on Dell for the longest time. His turnabout is news. Either that or he's wanting to unload (doubt it)