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: Ian@SI who wrote (132715)	6/14/1999 10:31:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<Dell isn't just selling PCs, etc. to business customers. It's also providing significant value added processes that surround the the procurement, accounting, support, setup and maintenance of a corporation's network of PCs. ... and all at close to no extra cost to Dell. It's become the best, bar none at the outsourcing of this portion of its customers' business processes. ...>> Ian: I totally agree with you...Hmmm....I think you clearly stated why large global companies (like Ford) have switched to a totally direct relationship with DELL. They save money and get better products and service. What more can you ask for ?? I expect an increasing number of companies to Go Direct with DELL. The progressive companies are on board. Yet, there are many fast followers and late adopters to get additional business from..<GG>!! Best Regards, Scott

To: Ian@SI who wrote (132715)	6/15/1999 1:45:00 AM
From: stock bull	Read Replies (2) \| Respond to of 176387

Ian, re:<< What the Dell bears seem to miss is the customer loyalty that Dell establishes with its business customers through the "premier page" program.>> IMO, this has nothing to do with Dell's stock performance. The major reasons for the stock being down are: 1) Missed the Analyst's growth expectations of 50+% for the past two quarters. 2) The sector rotation out of the high tech stocks. 3) The perception of inflation being on the horizon, and the Fed upping interest rates. Higher interest rates affect the high pe stocks. 4) The profit taking in the tech stocks. 5) Declining pc prices and the affect on growth, eg, revenue, margins, profits. 6) The recovery of the emerging markets, Asia and Japan. Concern is that these countries will be using more fuel, oil, commodities, etc. This will help push inflation up. I'll stop here. So, given the background that I described above, one can conclude that the tech sector will continue to suffer until the above issues are put to rest. At best, the continuous dropping in stock prices will stop and the basing period will begin. Stock Bull

To: Ian@SI who wrote (132715)	6/15/1999 10:14:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Ian, Hi!!! RE: Dell isn't just selling PCs, etc. to business customers. It's also providing significant value added processes that surround the the procurement, accounting, support, setup and maintenance of a corporation's network of PCs. ... and all at close to no extra cost to Dell. It's become the best, bar none at the outsourcing of this portion of its customers' business processes. ... so good that the competition don't look at Dell as an outsourcer but just as another box builder to compete with. Excellent post...and Michael told us awhile back that the competition not understanding the belief that DIRECT would be successful was our greatest advantage....IMO DELL is already three laps ahead in the mile .... Best, Kemble