Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sabrejet who wrote (132699)	6/14/1999 8:34:00 PM
From: puborectalis	Respond to of 176387

Dell sees growth in Net, consumer business Tech Report By Cecily Fraser, CBS MarketWatch NEW YORK (CBS.MW) -- "We're one-third of the way through to a fully developed Internet model," said Dell Computer Chief Executive Michael Dell on Monday during the Bear Stearns Virtual Computer Conference. Dell said the advantages that can come from an Internet model, including e-commerce, service support and management of internal structure, are potentially as great as the original advantages came from its direct model. The company said its online revenue is up 271 percent in the last year. Big opportunities, small businesses Dell also said the company sees opportunity in the small business market. Consumer and small business sales are less than 30 percent of revenue, with consumer sales making up less than one-third of that figure. In the consumer sector, Dell said the company it's been growing 70 percent annually for past three years, yet its market share is only 5 percent worldwide. The segment is expected to represent over 40 million units in 2002. "We'll continue to be aggressive in this space," Dell said. "We see it as a profit opportunity, and have the model to go after it, not only in PCs, but in related areas." The company said that about a year ago, 31 percent of the margin on consumer PCs for Dell came from non-hardware related sources. Today, the margin is about 38 percent. "Watch this space carefully as we move through the summer," Dell said. The comments came ahead of the 10th Annual Bear Stearns Technology Conference, Tuesday through Thursday. Dell (DELL) shares fell 15/16 to 33 5/16. Today's Headlines US West, online brokerages, Speedus.com, Pfizer and more It's an e-eat-e world The next wave of search engines Stocks mixed Tech stocks slide with Net losses Dell sees growth in Net, consumer business

To: Sabrejet who wrote (132699)	6/14/1999 9:10:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Rich, Hi!!! RE: Kemble, isn't it amazing but the only time to make real money is to buy when fear is in the streets! Tell me, why would anyone sell or short say DELL @34??????? NO REASON!!! DELL IMO should be between 42-47.....of course I have other visions of why it should be even higher....believe it will be the steal of the year when some of the announcements come...DELL got ahead of itself late winter...still growing at the 42% rate last quarter was no catastrophe....others see this as an opportunity to trash it...deceive others...I find it hard to believe this type of ignorance exists..There is nothing wrong at DELL...DELL continues to gain market share and the recent quote by Michael of the HUGE opportunity at the expense of CPQ should be telling everyone something...Kevin tells us CHINA is "exploding"....and the "momentum has continued from the end of the first quarter"....Tom Meredith told us at the conference call that "many of these large contracts" would be compiled over the later quarters of the year....I hardly see these comments as something to worry about...As for the 16 cents last quarter...IMO DELL sacrficed (PAIN).....to cause (MUCH PAIN).....CPQ should know...we were told this quote at the end of the fourth quarter..Experiencing this slide now...how else would one interpret this quote...The overall strategy of this move...well, when was the last time they let us down?... :o).....The enterprise systems that DELL can sell in the corporate world at the expense of the weakness in CPQ will reward the DELL longs...In addition some out of box e-commerce announcements will push the stock into new highs...I agree that the market perception is not the arena to unfold anything at this time...I am excited about the entry of DELL into the $899 market today...DELL doesn't move unless they have reason to believe they can dominate... Hey...gotta get those Sabres even! Best, Kemble