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

To: D. Swiss who wrote (140702)	8/26/1999 8:51:00 PM
From: J. D. Main	Respond to of 176387

Dell Computer's Rollins on PC Industry Outlook------> Dell Computer's Rollins on PC Industry Outlook: Company Comment Austin, Texas, Aug. 26 (Bloomberg) -- The following are comments from Dell Computer Corp. Vice Chairman Kevin Rollins from an interview at Dell's DirectConnect customer conference in Austin, Texas. Dell, based in nearby Round Rock, is the biggest direct-seller of personal computers. ``We see a very healthy industry. We see opportunities for the industry to continue to grow, with the (Intel Corp. Pentium III) technology, with the Christmas buying season and with the government sector peaking in the third quarter for Dell. We see it as still a robust industry. There may be some downsizing on the corporate side with the Y2K issues, but we think those will be moderate, and we think the retail surge will more than account for it. ``Our second quarter earnings, in which you saw 42 percent revenue growth and a big pickup even from last quarter, would suggest that the trajectories are quite healthy. In the Americas, which is our largest business unit, we had a 47 to 48 percent growth rate. What that should tell the market, and what it tells us, is that size is not a barrier. When we execute crisply, we can still grow at very, very high rates above 45 percent.' On consumer and small business: ``Our consumer business grew very dramatically this past quarter on a worldwide basis, up 60 percent. However, even with that, we have only about 5 percent of the market worldwide in the consumer space, so we believe that's a real growth opportunity for us, a $10 billion opportunity for us over the next several years.' On the new ``Webster' PC, an hourglass-shaped device demonstrated at the conference that includes a button for summoning online support from Dell: ``What we were really highlighting was this notion of services, the ability to with an Internet connection go on and self-diagnose any needs you might have for the PC. We did that on an experimental platform that we think will be something that we can use in the consumer space. I think we'll have it for the holiday buying season.' On PC prices for the rest of the year: ``We've already got price points in the $849 range for our PCs, and they've been coming down over the last couple of years from about $1,700 for our lowest price point. There is still room for movement on that entry-level price point. However, that comes with an opportunity for a lot more bundling of services around those price points' such as Internet service, software, financing and support ``such that we never do sell a PC at that lowest price point.' On shortage of liquid-crystal displays used in notebook computers: ``The LCD screen supply availability is very, very tight. Hopefully in the next few quarters, there will be an increase in the supplies because right now the industry is constrained by LCD availability.' On new advertising campaign: ``What we're trying to come up with going forward is that Dell is the Internet company that can help corporate as well as small business and consumers get connected onto the Internet. That will be the primary message. On Internet sales, which already account for 40 percent of Dell's revenue: ``Probably by the first of the next year we will be close to 50 percent, and I think then we'll probably set the bar at 75 percent, and then continue to push our business until we get as many of our businesses to 100 percent Internet-transacted purchases and services as we can.' J.D.

To: D. Swiss who wrote (140702)	8/26/1999 11:21:00 PM
From: Mohan Marette	Read Replies (4) \| Respond to of 176387

Hey Drew so what's up? Are we making any money yet.<g><eom>

To: D. Swiss who wrote (140702)	8/27/1999 10:13:00 AM
From: D.J.Smyth	Respond to of 176387

what a sorry ass bunch of day traders in Dell. you've got to wonder if they really know anything, or if they're just playing the lines. personally i think they represent about 30 million shares and they play their lines like laurel and hardy

To: D. Swiss who wrote (140702)	8/27/1999 10:58:00 AM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Drew, Hi!!! Hey babes..didn't see or hear what Kevin Rollins' comments were..but, I did receive this today: Dell sees no end to strong growth By Jeff Franks AUSTIN, Texas, Aug 26 (Reuters) - Everyone keeps waiting for Dell Computer Corp. to stumble, but executives at the fast- rising direct sales king said this week they expect to continue growing the company at astronomical rates. In presentations at the Dell DirectConnect conference for major customers, they gave no firm numbers but said there was no reason to believe that the pace of sales growth - more than 40 percent the past two quarters -- would flag even as their share of the market gets bigger and bigger. Founder and chairman Michael Dell told reporters that Dell would continue to "grow at multiples to the market" and that strong growth was sustainable until the company had a much larger piece of the global personal computer pie. "We have just 10 percent of the global market," he said. "I don't think this will be an issue for us until we get to 25 percent." "At this point, we haven't seen share position as an inhibitor to growth," said Dell senior vice president Ro Parra. In fact, he said, just the opposite was occurring because greater marketshare creates its own sales momentum. Recent figures from research firm Dataquest showed that Dell had 16.4 percent of the U.S. marketplace, just behind troubled industry leader Compaq Computer Corp, but trailed Compaq worldwide by a margin of 13.8 percent to 10.2 percent. Dell executives said their firm was now the top seller to governments and small businesses and was closing the gap with Compaq in corporate and consumer sales. "We're very bullish," said Paul Bell, general manager of Dell's consumer and small business consumer PC business. "The industry is so fragmented that we can continue growing at accelerated rates until you get to share levels that are considered normal for (industry) leaders." The Internet is the key to Dell's growth strategy. The message the company hammered home to customers was that "E- commerce" was the future and no one could help them do it better than Dell, which has the world's top E-commerce site. Dell said the company's Internet sales are now $30 million a day, far more than that of any other firm. Michael Dell said that represents 40 percent of the company's revenues and is expected to go much higher. "It's clearly going to go to 60 or 70 percent in the not too distant future," he said. In a speech, he showed how Dell is using the Internet to not only sell computers, but also give customer support and help parts suppliers provide timely inventory by allowing them into Dell databases to see how quickly products are flowing out of the company's assembly plants. During the conference, the company said it would begin equipping computers with a button that customers could push to gain instant Internet access to a new level of support services that could diagnose and in some cases fix computer problems remotely. In addition, Dell gave customers a glimpse of a small, stylish computer it will begin offering in the fall for that part of the market that Dell called the "cool" consumer. The new computer, being developed under the codename "Webster," is a departure for Dell which has never been known for its product innovation or concern for style, and a signal of its resolve to increase its consumer PC sales. Currently, consumer sales make up about 15 percent of Dell revenues. Dell executives said plans were in the works to begin offering customers the option to select different shapes and colors for their computers, a la Apple Computer's highly successful iMac. "Industrial design and look and feel are getting more interesting," said Dell. REUTER JF Can you believe anyone is dumb enough to sell this stock? DELL is conquering the world and if you sell it you'll be "famous" the rest of your life.."famous" with that face in the mirror which will remind you of the cartoon characters that always turn to "lolly pop suckers" .. :o) BUY DELL.. Best, Kemble