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

To: kemble s. matter who wrote (140830)	8/27/1999 11:00:00 PM
From: TechMkt	Read Replies (1) \| Respond to of 176387

Have not seen this posted yet. DELL keeps getting contracts from industry leaders. Fez ____________________________________________ CARLSON WAGONLIT TRAVEL CHOOSES DELL OPTIPLEX PCs AS DESKTOP STANDARD FOR FRANCHISEES System Reliability And Support Offerings Drive New Relationship With Dell ROUND ROCK, Texas, Aug. 26, 1999 -- Dell Computer Corporation (Nasdaq:DELL), the world's leading direct computer systems company, today announced that Carlson Wagonlit Travel's Associate Division has chosen Dell® OptiPlex® PCs as the desktop standard for its franchise network. Carlson Wagonlit, a world leader in leisure travel and travel agency franchising, has 700 associates at more than 1,300 locations. "Dell's reputation for quality equipment and its excellent support offerings were the driving factors in our decision to go with Dell," said Roger Block, executive vice president of Carlson Wagonlit Travel's Associate Division. "We were very impressed with the Premier PageSM Web site that Dell set up for us. The tool empowers our franchisees to order and maintain hardware at their locations, as well as get questions answered, without having to deal with unnecessary information." Dell's Premier PagesSM service provides customized, password-protected Web sites that Dell creates for institutional and business customers such as Carlson Wagonlit Travel. More than 27,000 customer-specific Premier Pages are currently hosted through Dell's Web site. "Carlson Wagonlit Travel, like Dell, understands that technology provides a competitive advantage," said Brian Wood, vice president and general manager of Dell's Enterprise segment. "The direct relationship with Dell makes the prospect of that technology less intimidating to the end- users, so that they can adapt quickly and begin to see the benefits of technology soon after the installation." The Dell computer systems are a key component in Carlson Wagonlit's initiative to move to a paperless environment. Carlson Wagonlit associates will use the systems to run Mercavia, Carlson Wagonlit's secure Intranet, which allows Calrson Wagonlit associates to share company information and computing resources through a private network. The systems will all be shipped "Mercavia-ready," with links to Mercavia plug-ins. Dell will preinstall Adobe® Acrobat® Reader on the computer systems through its DellPlus custom factory integration service. DellPlus provides factory-installed solutions ranging from hardware and software integration to asset data and support services. Leasing options will also be available on the Carlson Wagonlit Travel Associate Dvision's Premier PagesSM Web site through Dell's integrated lessor, Dell Financial Services L.P.1 Carlson Wagonlit Travel associates benefit from the ease of having a single point of accountability for both technology and financing needs. About Carlson Wagonlit Travel Associates Carlson Wagonlit Travel Associate division is part of Carlson Leisure Group, a wholly-owned division of Minneapolis-based Carlson Companies, Inc., manages leisure and franchise travel operations worldwide. Carlson Leisure Group companies and brands include: Carlson Wagonlit Travel Associates and Travel Agents International, Neiman Marcus Travel Services; and Carlson Destination Marketing Services. Carlson Leisure Group also owns a 22 percent share of London-based Thomas Cook. In 1999, for the third consecutive year, the Carlson Wagonlit Travel Associate program was named the top travel business franchise by Entrepreneur magazine and the sixth best franchiser by Franchise Times.

To: kemble s. matter who wrote (140830)	8/28/1999 9:31:00 AM
From: Sig	Read Replies (3) \| Respond to of 176387

Hi Kemble: RT: Fool article >>>This article should be saved by every DELL shareholder...An outstanding article which portrays the DELL direct model as unstoppable..>>> You took the words right out of my mouth- the writer is good Provides a clarification of why Dell did not buy a service org., in that Dell, while reducing the cost of P/C ownership, would be trying to reduce the amount a company has to pay for services, not increase it. Complaints about Dell's high P/E ( about the only area left for bears to attack), could be eliminated by Dell investment of a portion of the $4 bil assets in stock of a growing company like Msft, Intc, Qcom. Sell it a year later for a profit of say 100% or $2 bil . Cut Dells P/E in half and bears argument vanishes. Several problems here: 1. Taxes- may have to pay 50% tax on gains so only achieve a 50% return while Dell already achieves a 189% return for money used in their own business. 2. One quarter later and again one year later the stock would plunge when profits become half what they were in the previous quarter or year.( And risk of major loss if other stock did not perform) So I assume that Dell management has a pretty good idea of what they will use the $4 bil for and it will related to growing the company. Perhaps investments behind the lease program or in companies that provide products/services used by Dell. We can trust them to use it wisely, as they will with the >4 bil shares left in the "treasury". Since most Dell employees are shareholders,( or profit from its success) it is important for morale to have a stable and growing stock price. The profit growth is there, stability a bit harder to achieve.Let the P/E fall where it may. Brazil already in production?- Wow Regards Sig

To: kemble s. matter who wrote (140830)	8/28/1999 12:27:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

Hi Kemble, here's a "note" that was contained in an e-mail that I receive from ZDNN. You may want to add it to your scrap book. "Michael Dell fans got a rush during the company's just-concluded DirectConnect conference. But the big news about the company didn't even get the time of day in most coverage. Watch for a big services push: The company had $1.4 billion in service revenues in 1998 and expects to ratchet up the contribution from that juicy profit-rich business to the bottom line in '99." Enjoy Stock Bull