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

To: kemble s. matter who wrote (140837)	8/28/1999 1:00:00 AM
From: D. Swiss	Read Replies (2) \| Respond to of 176387

Kemble babes, it is ok, we are taking a minor breather before the mighty Dell train powers up again. Most of the anal-ysts are predicting a target of $55-60 for Dell, I say $70 by year end as anal-ysts raise their estimates again after next Q. I have a feeling it will be very strong. The thing that boggles my mind is how people view the y2k event as a possible negative????? If businesses are locking down their PC purchases, why isn't it showing in the #'s for any PC maker????? If you take my hospital as an example, we are surveying all PC's that are not y2k compliant and replacing them (vs. upgrading) to get significantly more functionality at a small incremental cost. In our case that means 2,000 to 3,000 new PC's. I have to believe that other businesses are doing the same. With ASP's falling, how can you expect anything else from smart decision makers. I know consumers will be smart enough to replace rather than upgrade, which will create extraodinary demand in the second half. This will create panic buying and stabilization in ASP's and related margins. Who is best positioned to benefit? Dell and Dogway. I wonder why Dell is building a 250,000 SF facility in Nashville and expanding in Ireland, Asia and Brazil????????? :o) Drew

To: kemble s. matter who wrote (140837)	8/28/1999 8:48:00 AM
From: gnuman	Read Replies (1) \| Respond to of 176387

Kemble, re: <I'm stunned by the speed DELL is growing in the internet sales..One year ago they were growing at $6 million per day...Now, $30 million and at 40%...Seems like DELL has "deceived us again"... :o) They projected 50% by 2000 end...Unless the entire corporation goes on vacation for a year and half we'll be blowing by that number real soon...> Exciting numbers, but it should also be noted that revenue growth on the internet does not equate to corporate revenue growth. It merely signifies the rapid change from historic methods of order entry to the internet. Many orders that were previously placed by fax or phone are now being placed over the net. I read that Intel now does $1 billion/month of e-commerce on the net. But it was acknowledged that this has basically displaced other methods of order entry. JMHO's