Hi!!
I just sent this message to the list of DELLHEADS I have on my mail center...Leigh had posted the article at the bottom which sparked my interest...Of course the rain delay in the Wimbledon finals also gave me some time to reflect on that commercial...
:o)
Below is one of the true indicators that I "see" as reason to BUY DELL now before this stock ignites again...It's rested long enough and with only 15 months remaining prior to that prediction by Schneider...or many others in the management that have been calmly boasting of the new DELL ...I believe we will very shortly "see" that number beginning to shock folks...I see you also have posed my favorite phrase to friends :o): "Why wait for the numbers? Yes, there is nothing wrong at DELL and the future has more opportunities than the past?"
Below is that message with my very "biased" opinion.. :o)
IS IT TIME TO BUY MORE DELL? :O)
Hi!! Someone just sent me this report from last quarter....I thought it may be of interest to everyone to realize that in a short period of time things are really changing at DELL....What actually prompted me to use this was a TV commercial I had just watched while waiting for the rain delay at Wimbledon....The new DELL commercial boasts of the "E" in DELL...and the benefits they have by using their experience of the past five years placing 50% plus of all accounts on the internet....IMO DELL is the first true internet company and as far as future business revenue growth I have been told that "this is for sale Kemble"...The efficiency of DELL is legendary in the business world...Their ROIC is the envy of the corporate world...Their five day inventory is unheard of and the relationships with their suppliers and dealers make them the company one should be listening to ...and hopefully doing business with....Well, what does all this mean? Is there proof that this is occurring now? Below is an article released right after their first quarter earnings report...In this article are two very significant statements that I believe tell the story of what we may soon be benefiting from...
FIRST:
DELL two weeks ago announced that they now have 8,000 new accounts for WEBHOSTING....Now don't hold me to the math but I believe I may even be able to figure this out... :o) As the article BELOW states....DELL had 2,000 within the first two months since the inception of this new revenue growth area.....And, within the last two months they now have another 6,000 for a total of 8,000 in four months!!!!!! You can do the math folks....But, I like the momentum I'm seeing here...Especially since well over a year ago I was told "Kemble, this is for sale"......
SECOND:
Convergenet which to date is DELL's first and only acquisition has not kicked in so to speak....To refresh our memories we should all remember that Tom Meredith told us at the fourth quarter CCall that "this is something no one has".....Convergenet will give DELL the ability to connect to any other server ( CPQ, HWP, IBM, etc...) and the other companies can only hook to their actual servers.... :o) DELL's cost will put an extreme burden on the others and hopefully this technology that Convergenet provides will further enhance DELL's chances in corporate bids....Convergenet has not been perfected to the levels DELL had anticipated when they purchased it this past Fall....Hopefully it will be ready for this Fall....In time for the large corporate upgrades that are expected with Linux and Windows 2000....
cnet.com
Best, Kemble |
