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

To: D.J.Smyth who wrote (143537)	10/1/1999 12:09:00 PM
From: Bruce Cullen	Respond to of 176387

GTW looks great Watch IATV more to go, much more! Congrats to the longs, we will go higher! I added Clearstation to my site, let me know if this is helpful for you folks, if there are any other items you would like to see there please just let me know. Clearstation is a simple yet easy to read website, a great place to learn and practice trades, just click on portfolio, you can even generate a schedule D for taxes. On my site simply just type in a symbol and hit enter for great technical reads. Here is the link. geocities.com Sherwoodgroup@bigfoot.com

To: D.J.Smyth who wrote (143537)	10/1/1999 12:22:00 PM
From: nolimitz	Respond to of 176387

But, no, Dell has Leave It To Beaver (Niles) Think that should read an Eddie Haskell to deal with nolimitz

To: D.J.Smyth who wrote (143537)	10/1/1999 1:29:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Darrell - On a percentage growth basis DELL sales in china and india look good but on an absolute basis, not very important. Total DELL sales in china are a fraction of a percent of DELL's overall sales. DELL has a much larger percentage of its sales in NA and Europe than IBM, HP or CPQ and has been struggling to build sales outside of those "english speaking" markets. You could look at this as a "glass half-full" or a "glass half-empty". The half full argument is that DELL has just not concentrated on those other markets, and when they do, watch out. The half-empty argument says that their main competitors are doing much better in those other markets than DELL and are well-established, and there may be something about DELL's model or style which places them at a disadvantage, as indicated by their weaker sales. China may have more than a billion people but only about 1 in 10,000 can afford a computer. Many don't even have reliable electricity. So the china market may turn out to be about as important as Finland to DELL. India has a large and prosperous middle class but they also have a very vibrant home-grown computer industry which dominates local markets. Foriegn companies are penalized by law and custom. All in all, I would certainly not bank on growth in those markets as the reason for growth in DELL revenue.