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

To: Ian Davidson who wrote (135293)	7/1/1999 9:28:00 PM
From: TechMkt	Respond to of 176387

Someone asked for this. Fez ____________________________ Dell Chairman Sees Overseas Growth By JIM VERTUNO .c The Associated Press AUSTIN, Texas (AP) - Dell Computer Corp., the nation's largest direct seller of computers, can grow considerably overseas over the next few years, Chairman Michael Dell says. ''In Europe, we have a business that's roughly $6 billion in size,'' Dell said Wednesday night. ''Essentially, in the United Kingdom, we're pretty much tied for No. 1. We actually have more market share in the U.K. than we do in the U.S. Our models work better there than in the U.S.'' The company, which sells a majority of its computers to businesses, governments and other public institutions, reported revenues exceeding $5.5 billion in the fiscal quarter that ended in April, up 41 percent from a year ago. The company reported that sales through its Web site surpassed $18 million per day during the quarter, accounting for 30 percent of overall revenue. ''The interesting thing to me is that we've been able to continue growth at a very elevated rate even in a mature, supposedly competitive market,'' Dell said. He made those comments during a studio interview broadcast nationwide from the offices of the Edward Jones brokerage firm. The interviews with business executives allow Edward Jones' mostly middle- and upper-middle class investors to ask questions of the people leading the companies in which they're considering investing. The personal computer market remains very strong and Dell Corp. continues to expect strong sales domestically and overseas, its chairman said. ''The PC business to me looks like it's alive and thriving. We have a 10 percent market share globally. We think we can grow that considerably over the next several years,'' he said. ''We've seen very, very strong growth in (overseas) markets. Asia without Japan is growing much faster than the U.S. Europe is growing slower than the U.S.'' Dell said the company's European division alone is about the size the entire operation was about three and half years ago. ''If Dell didn't exist in the U.S., Dell Europe would be an incredible success story but it kind of gets overshadowed by the growth that continues in the U.S.,'' he said.

To: Ian Davidson who wrote (135293)	7/1/1999 10:30:00 PM
From: Meathead	Read Replies (4) \| Respond to of 176387

Re: "free PCs" are an attempt by ISPs to add users in less affluent areas... give PCs away adds to downward pressure on prices for all machines. Ian, I tend to agree with those assessments. The US consumer market is clearly saturated at about 50% penetration with the price points we are used to seeing. It becomes slow growth through the upgrade cycle and those adding additional PC's to the household. Many of the untapped 50% are less fortunate. The goal is to get these folks wired in. With the FREE/lease-a-PC-from-your-ISP concept, I say we get 75% to 85% of the households wired within 3yrs. The natural byproduct of this increase is the need to continually build the internet infrastructure via. servers, storage, routers, hubs, switches etc. The obvious beneficiaries, CSCO, DELL, IBM (CPQ is toast) etc. Erosions in PC prices will be partially offset by the increase in higher end HW sales. Here's a good start... commerce.us.dell.com yeah BABY! MEATHEAD

To: Ian Davidson who wrote (135293)	7/2/1999 2:53:00 AM
From: Sig	Read Replies (3) \| Respond to of 176387

<<Box-builders lagged behind sector yet again amid anxiety over "free PCs" being offered by numerous ISPs in their attempts to win market share...>>> With all the noise about computers on the Street, it is time to decide to trust Mikie or not. What is known about Dell today ? (going from memory so may not be exact) 1. Business is good as its ever been. 63% of bids are won. Growing at multiples of the market. 2. The Nashville permanent site is not resolved. New Mayor being elected, some politics involved around Dell's presence, but a vote on the situation is forthcoming. 3. Businesses are leaning toward the purchase of portables with large flat screens. Dell is top rated in the category and should have better access to the limited supplies of screens available than other companies. Especially noted is that these cost considerably more than regular desktops and higher Asp's could sustain profits. With Dell being a non-contender in the under $800 market, there may be little effect on Dell by the "free" people. 4. Dell has met or beat the estimates for 16 or more quarters, and I believe the last 8 were within one cent ( when adjusted for splits). It is a good bet the same will happen in August unless Mikie has a surprise but 1 cent equals 24 mil extra earnings and is hard to get. 5. Dell alone knows how the sales are going and the rate at which orders come in. By time of the meeting there will be only two weeks left in the quarter so some really solid figures are available. 6. We are going to get the "straight scoop" at that meeting-for good or bad. Dell is not going to pull a "CPQ" and wait until one week before Aug earnings to give out a warning. And some of the rampant speculation will be put to rest (for few weeks at least)Hehe. Sig