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

To: Meathead who wrote (133097)	6/16/1999 11:53:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Meathead, Excellent post! FYIW, as a stock holder in DELL, I would rather see them create a new more efficient service paradigm. This means that they should do it largely organicly. DELL contributions to the industry have focused on the delivery of new services and products more reliably and efficiently than its competitors. Buying an old service company may not be the best way to go. There is ample opportunity to innovate in the services area. Maybe no patents to be found there but plenty of room for innovation, integration with the internet and custom offerings. Regards, Jim Kelley

To: Meathead who wrote (133097)	6/17/1999 8:42:00 AM
From: Sig	Respond to of 176387

Re Service: <<< That's a good question. I'm sure MD and co. have been looking at it from both angles>>> As a Dell shareholder I am very satisfied with the way Michael and the Co. are handling things. 1. The Market forces, including hordes of analysts, Mr G., the bond markets and Japan are too powerful for one company to overcome with news items in an effort to control the stock price. A waste of time and a diversion the Dells efforts. 2. What are Dells efforts and their concentration of energies? To double their market share from 8% to 16% while the demand for computers is rising at ~ 20%/ year. That requires major new production facilities which is being taken care of by the many new plants. Because Dell delivers pronto( within days of order receipt), they must be able to produce before they will accept orders. 3. Dell is the (overall)low cost producer. The intention is to reduce the customers service expenses to a minimum using the push-button case access, the one screw motherboard attachment, the hot-plugable components, the complete configuration of components and software stored on-line thru the Premier pages and do-it yourself access to problem resolution. The reduced service costs is a major factor in Dell obtaining new orders and they are doing very well in that area. 4. Because of these factors, existing service providers are perhaps, falling all over themselves to win the right to service Dell products because it requires so little time on-site and many times problems can be fixed remotely and efficiently (on-line). Dell is (once again) changing the way companies do business in the service area, and I would not be surprised that maintenance and service requirements for computer systems is cut in half by Dells efforts. Which would mean with twice as many Dell products deployed in the future, the service level could stay the same as it is today- excepting for the one-time Y2K problem. And the gross profits of service providers will not be as gross as they appear today. <<<<. Dell will increase it's focus on growing service offerings by expanding high end alliances, technology consulting and application solution centers>>.<<But the most immediate focus, I believe is to rapidly transition all the way to their internet model and wring out all the implied efficiencies. I'll post later as to why I think this is far more important than most people realize.>>> Very well stated. Focused on job at hand(G). Right out of Michaels book. And heeeeeeeeeeeeeeeeeere we go again, CPQ warns and Dell drops to 35. How do "they" manage to do it?, 5 th straight time that Dell will go thru options Friday near a low. Astounding coincidence Getting to be a reaaaaaaaaaaaaaal *&^&&% pain to all my friends on the thread. A few more times of doing that and they will have my %ss too, and I won't say what month that would be be( no use giving the enemy any advantages) Regards Sig

To: Meathead who wrote (133097)	6/17/1999 9:56:00 AM
From: Lee	Read Replies (2) \| Respond to of 176387

MH,..Re:.I think Rudedog could set us straight on who actually does what for whom. I believe Rudy said Dell still contracts services through DEC/(CPQ). They also sometimes use MSFT. This was verified by Hubby for his Dell servers and interfaces. Since the DEC people were already local, and since they knew the equipment and business, it was easier to contract them still through CPQ. I think they also use IBM since the corporate computers are AS400's. Also, I recently posted IBM's last quarter business splits and revenues and the margins for both the services business, which I take to be mostly installation help and trouble shooting, as well as the Enterprise business which is mostly consulting, long range planning and configuration, were both very good. Their biggest margins came from the software business though. Do you think this segment is also being looked at by Dell? ibm.com The recent fad of rotating into the cyclical and/or low PE stocks will pass just like other fads have in the past, especially when after one or two quarters of holding AA, EK or MMM, they compare gains. <g> Regards, Lee