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

To: Bruce Brown who wrote (140617)	8/26/1999 4:49:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<Dell himself has said, over the years, that his customers don't want to be in the 'innovative lead'. He wisely - and that is key - wisely listened to what his customers said. Sure, within that sage wisdom lies plenty of innovation. However, the business model that Dell owns is the real investment we have here. Computers just happen to be part of the products they run through that model.>> Bruce: Great observations.....I tend to agree with you. Here are some of my favorite analyst comments on DELL.... ING Barrings' description of DELL in their new research report (dated 8/11/99)... <<We view DELL as a Unique, Ultra-Efficient "Channel," Not Just a PC Maker...a primary source of DELL's Power flows from the fact that the company represents more than simply a PC maker, but more correctly a unique and ultra-efficient product and services " channel." To date the fact that PCs, and increasingly enterprise systems, have become more commoditized, has thereby played directly into this strength. Over the coming years, we expect this position to become even more apparent as DELL increasingly capitalizes on the direct closed-loop relationship that it has built with its customers. In commercial markets, this should include an expanding variety of products and services being funneled through customized web-based Premiere Pages (currently numbering over 20,000). In the consumer market, DELL has only recently begun to capitalize on its leading web capabilities by launching the Gigabuys.com online store, DELLauction site and DELLnet-branded Internet access service and portal.>> See you in the 50s..!! Best Regards, Scott

To: Bruce Brown who wrote (140617)	8/26/1999 7:35:00 AM
From: Sig	Respond to of 176387

Re Dell: Nice post Bruce: I especially like your comments on Niles and on Dell providing what the customer wants. For example, I don't believe Dell customers asked for a second rate $400 cheapy computer with minimal warrantee and 14 in monitor to be delivered in 30 to 60 days if they could make enough of them etc. That is more a marketing ploy based on what the company thought they could sell (mostly to stores) and to a gullible segment of the population who will not return for 'more of the same'. Sig