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

To: stockman_scott who wrote (139048)	8/12/1999 9:11:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Scott - Anyone who is seriously "following a stock" needs to be able to read and understand the industry commentary about technology trends, do the market analysis, and understand the impact of shifts in technology. I have not met this guy but, in my "professional" capacity, have met a number of Wall Street analysts. They seem to have a race on to see who can get to a conclusion on the least data. They remind me a little bit of lawyers - more in love with their own logic than the data. This is not the first time I have seen a minor third-order effect blown up into an earth-shaking event by an analyst. We know that DELL can count on their best-in-class delivery and excellent field execution to continue growing the desktop business. We also know that this segment, on its own, is not enough to sustain the desired growth. As Kemble suggests, there may be surprise plays in the playbook. But it seems obvious to me that their near term focus has got to be on growing the server business and the related storage business at something like 100% / year. They are not far off that track and we will see with this earnings statement if they are hitting the mark. An area which I have not seen addressed is the fact that virtually all of DELL's sales are in English-speaking countries, the US, Canada and the UK. I believe that something like 95% of their business is in that category. Is there something about growth of the DELL culture or successful implementation of the model which depends on personal communication? If so I would expect that getting share gains in the rest of the market would be straightforward - that kind of business process analysis is DELL's long suit. I heard a while back that cultural and language issues were holding DELL back in Germany. The addition of a few seasoned executives who are natives of the areas where growth is less than expected might be a way to get at that. I don't know if this is a real problem or just a statistical anomaly.