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

To: rudedog who wrote (146230)	11/1/1999 10:45:00 AM
From: OLDTRADER	Respond to of 176387

RE:Rudedog-Thanks-Very interesting-I do not quite agree but don't know enough to question the logic-very interesting.wbm

To: rudedog who wrote (146230)	11/1/1999 11:45:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Dog, Re: "Look at how Dell's margin has risen over the last 2/3 yrs" There you go again! DELL is evil CPQ is Good.<g> You know that DELL manages to the top and bottom line. They do not manage to achieve a certain margin. And re:"Also, I think you vastly underestimate the damage Dell's direct model has done, is doing to the rest of the industry... " In a recent post, you said that DELL had succeeded in the SMB market at CPQ's expense this quarter. So, you are being disingenuous when you discount DELL's competitive impact in your last post. Instead, you give credit for DELL's superior performance to Intel. Why not give credit to Andy Grove's wife? You are a piece of work my man! I hope you do not have any children. :)

To: rudedog who wrote (146230)	11/1/1999 11:52:00 AM
From: Mike Van Winkle	Respond to of 176387

rudedog re: I think it would be more accurate to say that of all the major players, only DELL drove a business model which could thrive in the new environment that Intel was creating. And the close relationship between Andy Grove and MSD had a lot to do with that... <<<< I take heart every time you post that Dell's competitors will likely never understand what happened to them. "Direct" is a conceptual change in business processes. An example of an advantage for Dell due to Dell's business processes is the data that Dell and Dell's suppliers get from the customer. Dell uses the data to know what to build, the suppliers get immediate quality feedback. This data is unavailable to Dell's competitors because their business processes are different. When Dell spends money on business processes it is not considered R&D, when CPQ spends money on redesigning and making a proprietary wheel it is considered R&D, and proof that they are a technology whiz. But in the end, no one wants to buy proprietary anything, not even the PC companies themselves. An example is the new LCD standards that all the PC companies agreed to. Standards are good for Dell and their backward competitors like CPQ as well as the buyers of PC's. Cheers Mike

To: rudedog who wrote (146230)	11/1/1999 11:54:00 AM
From: JRI	Read Replies (2) \| Respond to of 176387

OT Thanks for extending the debate...btw- I was talking net margins (not gross)..as the poster mentioned the 8%+ figure...and they have increased over the past couple years...I did not look at gross... If there is a church of Dell, it has lost a few followers this year (attendance is down)...but those who remain, still have faith <G> If Dell is a church, would that make it an e-church <G>....Direct relationship with a "higher power"........if so, why hasn't the company spun it off (E-Church.com)....BTW-did you see the Alta Vista advertising blitz on TV this weekend (even Pamela Anderson in one ad...)..Wonder how much it cost to get her? The ads did catch one's attention <G>