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

To: Meathead who wrote (133955)	6/22/1999 11:04:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<Many see Dell through "consumers eyes" and totally miss the business perspective. That's why not having a sexy new chassis is a disappointment to many and a "clear sign" that Dell is falling behind.>> Meathead: I couldn't agree more.....Business-to-Business E-commerce is projected to be many multiples of consumer E-commerce. DELL is skating to where the puck is going <G> -- focussing on harvesting and cultivating the BIG, profitable customer relationships (eg. Ford, Sprint, etc...)...Nothing like getting a Global Fortune 1000 Company to standardize on your products....the Premiere Page movement is powerful and helps corporate customers operate more efficiently, saves DELL money, AND builds loyalty. DELL has a lot of valuable customer relationships that it can leverage in many profitable ways. Now that DELL has hooked up thousands of clients to its E-commerce portal I would bet that more products and services (beyond hardware, tracking, support, and Gigabuys) could be offered. What about routine supplies that companies need to purchase through vendors like an Office Depot? I see some BIG virtual integration opportunities ...Any thoughts about this? DELL is MUCH closer to the corporate customer than any of the competitors -- and that is why Kemble can safely say that DELL may be laps ahead in the race. I also realize that DELL has not forgotten about consumers. Yet, they seem to be a fast follower in this lower margin arena. I think it is smart to go after the "tech-know" generation that is interested in paying a little more for higher quality and additional add-ons. IMO, the DELL brand equity is getting stronger and stronger all the time. That's why the customer relationships can be leveraged in some exciting and profitable new ways -- like DELLnet. Thanks again for sharing your insights. Best Regards, Scott

To: Meathead who wrote (133955)	6/24/1999 2:15:00 PM
From: kemble s. matter	Read Replies (3) \| Respond to of 176387

Meathead, Hi!! IT WAS A FUN DAY....sure beat going to school ..... RE: Comical. Got a chance yesterday to "sneak into" the exhibition and cocktail hour on Chelsea Pier where DELL had set up a banquet room full of their products...It was for the corporate heads who buy the DELL products and an encouragement for them to BUY more DELL products...Phizer...Exxon....Ciba Chemicals...etc were represented...probably around 150 companies total...tough to figure since DELL had a slew of reps at every turn and station...Met many of the DELL reps and had conversations about the products and their opinions of the company....all smiles...Met a few of the executive corporate heads for purchasing and talked with them of why DELL was their choice...why DELL had an advantage in services and why DELL still had to improve in services...although "the others are really just plain terrible"....Talked with Michael...he was very surprised to see me...didnt know I had sold so many folks on this stock that one of these corporate heads would invite me... :o) ....Talked with Kevin Rollins and Larry Scott of Exxon...very interesting to know DELL is beyond questioning the preferred choice and fast becoming the only choice...It appears that a notebook DELL is planning on releasing in a few months will be the best in the business...Larry was very excited about that...Michael spoke for a few minutes and then opened it up for questions...I was very surprised to NOT hear toooo many questions...the confidence of those already in attendance seemed to speak for the tone of the casual affair...DELL appears to already be their choice and will continue to be their choice...One of the discussions I had with two of these executives concerned an issue that had always bothered me....Basically, why doesn't someone at corporation X tell everyone to open the window at 4:55pm and throw every PC literally out the window....Have DELL come in at 5:00pm and start installing the corporation totally with new DELL's....Larry mentioned that it would seem logical since Motorola...( I had used their savings of $30million initially as an example) would have "saved perhaps $100 million had they done this in one year and not over three years"...Fun fun fun time Meathead...Interesting concepts .... .Michael spoke of the 2-4 hour service rate and how they were still planning on improving in all sectors of the world...Service as might be expected is the #1 tone in his speech and beyond any questioning talking to some of these executives I found that IS the only question ....DELL's quality is #1...They are only concerned that DELL continue to improve their service capabilities and wish DELL would acquire someone soon so they could use DELL full time..Two of the corporate executives I spoke with mentioned that their companies culture is in demand of this .. I countered and spoke that DELL's culture is one where they wish to grow their own culture from within and not ruin what they already have established...It was interesting to see the expression on the face of the two I was discussing this with...They agreed...IMO...patience is what is required...They appear to believe that DELL will be the best service available in the future...In many respects they are the best now...Plainly though...The "complaint" is DELL doesn't have enough... Yes....comical that DELL enter into something that is a spit in the bucket now....when service is a $640billion industry....DELL will enter into this market when they can profit...whether it be as part of a deal with ISP service or as a product alone...You said it very accurately awhile back...DELL won't enter into something until the market is there and is at it's peak...BTW...I had a conversation with one of their reps there that said precisely this... Best, Kemble