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

To: arthur pritchard who wrote (136919)	7/17/1999 11:40:00 AM
From: George Wave	Read Replies (1) \| Respond to of 176387

Arthur, I absolutely love the creativity that Apple has exercised over the years, which obviously speaks to many of the people that develop and use their products. That is why it disheartens me so when I visit sites like macintouch.com and others that tell of absolutely horrible, nightmarish service, reliability and product delivery issues. I would like to see Apple be a stronger competitor, because the competition would benefit us all. Yet, it does appear that Steve has difficulties establishing an effective business organization when it comes to the above mentioned issues. The type of things that someone like Mike could probably clean up with one of his hands tied behind his back. If we assume you and I are both correct, then Apple needs some effective organizational leadership and Dell needs some more creative leadership. This relates directly to my very first post to this thread, 134,800 I believe, where I propose Dell should make a concerted push into the high-end audio workstation market. It would be very doable for them. The Pixar facility sounds great. Having put bread on my family's table for a few years as a commercial construction project manager, I greatly appreciate your info on this project. Radii...YES! Quality and built to last...YES! Urban rebirth and regentrification...YES! As always, Best regards, George

To: arthur pritchard who wrote (136919)	7/17/1999 12:25:00 PM
From: freeus	Read Replies (3) \| Respond to of 176387

More from Austin, Texas, home of friendly courteous people and DELL COMPUTER COMPANY (Incidentally next time I panic and want to sell any DELL shares except just to short term trade, tell me to go buy a ticket to Austin first and look at the Dell campus. You would be AWED!!!!! It is growing so fast!!!! A huge server building in operation, just being finished last year. Two new buildings totally finished, just dirt being moved last year....even in this DELL is efficient, from plans to finished move in ready building in 7 months!!!!!!!) The enterprise market is gowing 30% annually, for DELL 40% annually, DELL is just beinning in the enterprise market. The internet stimulates demand and is changing the way the world does business. 98bilion internet revenues in 1998 will expand to 1 trillion in 203. This demand is driving business for large companies such as SONY, IBM and others, with whom DELL does business. The direct model continues to bring business to DELL: there is a 20% higher close rate from Dell.com users. There is headroom in every major market for geographic expansion. DELL has 8% internet market share in the U.S., 3% in Japan, 4% in Germany 14% in the U.K., 1% in China and undeer 1% in Brazil. Service expansion..the service market overall can be over $550 billion in 2003. Services are expanding e.g. complete care, expanded free based hardware and software .advanced. tech help. Revenues rom these are up 160% year over year and growing but still a very tiny % of the potential market. Server, storage and workstations: Moved from #10 to #4 in this lucrative area, from 6 3 years ago to 450 (I think) now with an increase in production space from a conference sized room to a large 300,000 sq ft building! Dell can add revenues SIGNIFICANTLY in this area. Shares repurchased: 18 million this year, over 750 million since the inception of the program. Dell is liquid:over 4 billion in cash, 1.1 billion cash flow from operations. Profitability 42% (I think) This ended Michael's talk: then there was a q&a period. I want to go to the park now with Denise (Donnie's wife) so I'll be back tomorrow or the next day to tell you all about the q$a.s Hope my information is all accurate. DELL is still executing just fine, folks!!!!!! Freeus