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

To: Sam Bose who wrote (144119)	10/7/1999 10:57:00 PM
From: Ian@SI	Respond to of 176387

Haven't seen this posted yet. From the analyst's conference... +++++++++++++ October 7, 1999 Dell CEO-3: New Consumer Pdts Planned For Holidays>DELL During the analyst meeting, Dell officials also briefly discussed several new consumer products that they intend to release by the holiday season. The company is planning a networking system for home computers, which will enable home users to easily link together computers within their homes. Paul Bell, a senior vice president in charge of Dell's home and small business division, declined to say how much the product will cost or what it will be named. Dell officials also are planning a new consumer product called a "Web-PC," a previously announced device that had been internally code-named "Webster." The product will come in a variety of colors, but the company said it won't release details about price and specifications until the end of November. The new products are part of Dell's ongoing strategy to become the No. 1 seller of consumer personal computers in the U.S., a goal it has stated in the past. Dell, known by many for its business sales, sees large growth opportunities in worldwide consumer sales because the segment accounts for about 50% of the global PC market, but only about 30% of Dell's business. "We have become dedicated as a company to drive to No. 1" in U.S. consumer sales from No. 4 now, said Paul Bell, a senior vice president in charge of Dell's home and small business division. The consumer market is a huge opportunity "when you start to just realize the number of homes that have two, three or four computers," Bell told analysts. He also discussed the company's new "Dell4Me" advertising campaign, an attempt to extend Dell's appeal from a core of techno-savvy consumers who traditionally have bought its products to a broader market. The campaign, which already has started, focuses on customers and their potential needs rather than highlighting computer performance and specifications, as in the past. But Dell isn't targeting one customer category. "We're not targeting the most rock-bottom price-conscious" consumers, Bell said. The company thinks it's "going to be very difficult for anyone to make money" from that segment in an era of free PC giveaways. Michael Lambert, a Dell senior vice president in charge of enterprise systems, also detailed progress in the company's goal of overtaking Compaq Computer Corp. (CPQ) in the U.S. server market. Dell's share of the market hit about 22% through the first half of the year, "the first time a vendor other than Compaq has had over 20% market share," Lambert said. He said Dell has a goal "to pull Compaq under 30% of the market and move past them." Compaq's U.S. server market share hovered just under 40% through the first half of 1999, according to Lambert's statistics. Lambert said two recent Dell initiatives - its $6 billion service agreement with International Business Machines Corp. (IBM), and its $340 million acquisition of ConvergeNet Technologies Inc. - will give substantial boosts to Dell's efforts to expand its enterprise computing business. Technology developed by ConvergeNet enables any server, regardless of operating system, to connect to computer storage devices. The contract with IBM will give Dell and its global customers access to IBM's 160 service centers worldwide. The global access to services "will overcome the last, final objection as to why buy Dell worldwide," Lambert said. "It makes us very formidable to anybody that we compete against." -Bob Sechler;

To: Sam Bose who wrote (144119)	10/8/1999 8:02:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 176387

Sam, RE: I own the Janus 20 fund and wouldn't be surprised if Scott Schoelzel isn't rebuilding his position in DELL again (will check the Bloomberg terminal tomorrow on the trading floor to confirm this). Could you instruct me where to look on a Bloomberg terminal that could inform me of Janus 20's actions? The most up to date place that I look is the 13F filings, and the numbers for 30 Sep won't be in until some time in November, and even there, that is for Janus as a whole, not Janus 20. I've got even less timely data for Janus 20 specifically. If you've got a more up to date source through Bloomberg, I'd appreciate knowing. Also, Goldman executes the trades for all DELL executives to the best of my knowledge (Michael Dell for sure)so maybe, just maybe, there is some insider buying going on for a change?! Wouldn't that be welcome news That would indeed be major news. I don't think that a DELL insider has been a buyer for several years. And yes, Goldman is indeed the broker for all DELL senior executives.