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

To: kemble s. matter who wrote (147515)	11/16/1999 3:32:00 PM
From: calgal	Respond to of 176387

Kemble: Hi! Re: The returns and profits that DELL is putting up is proof that the future is not just great...It's outstanding.. I agree! And we are moving into positive territory. Hold on for the ride! There is nothing wrong with the fundamentals of Dell. The company is very much intact. I know I sound like a broken record, but didn't we just have an outstanding earnings report?! The company is performing. :) Leigh

To: kemble s. matter who wrote (147515)	11/16/1999 6:11:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

Kemble, here is an article that peaked my out of the box interest. One thing that left me hanging though was, "Dell said the traditional PC competitors were not "as potent" as the threat of a new computing model. "It's hard to say" what will pose the biggest challenge to his company, Dell said. "But we have the radar on full alert." Any thoughts? Cheers Mike Here is the article: Michael Dell: Oneness and the 'not-coms' Updated 6:10 PM ET November 15, 1999 By Todd Spangler, Inter@ctive Week LAS VEGAS -- Michael Dell, chairman and CEO of Dell Computer Corp., thinks his company must, in effect, become one with a its customers' information technology systems over the Internet, particularly as a way to help traditional "not-com" companies become competitive in an e-commerce environment. "One of the key things that's happening is integration with customers' core IT systems -- if a customer has SAP, PeopleSoft, integrating with that," Dell said Monday. "We're doing that now, with commerce integration. That, I think, is going to be essential to success. Having duplicate systems is not going to cut it." Tom Steinert-Threlkeld, editorial director of Inter@ctive Week, interviewed Dell here at the giant Comdex/Fall '99 computer exhibition. As the leading direct PC supplier in the world, Dell Computer (NASDAQ:DELL) does 45 percent of its sales online, which amounts to an annual run rate of $12 billion, Dell said. He said that he would expect the company to do 70 or 80 percent of its sales online in a few years -- but Dell added that the transition to a primarily e-commerce sales channel doesn't eliminate person-to-person contact. "We'd love for 100 percent of our sales to be on the Web -- but our people wouldn't go away, they would just add more value," Dell said. "Our people solve problems, and they help customers utilize the technology. We're driving more and more activity online, but that's driving our productivity." Yearning to learn Dell said that the company is enhancing the services side of its business -- which already amounts to $2 billion in revenues, he said -- because customers are desperate to figure out how to take their companies online. "A lot of these companies are coming to us and asking us how we did this, asking how we set up our Web sites, how inventory processes work," Dell said. "They're desperate to take this knowledge and insert this into their business." Many traditional companies will need help in Internet-enabling their businesses, in both planning and execution, Dell said. He said there is a big opportunity to provide "not-com" companies the kinds of services they need to be competitive in an e-commerce environment. "There are a limited number of people who know how to do this correctly, and there are a lot of charlatans out there," he said. Dell will move "upstream," providing more diverse and complex e-services for customers, Dell said. For example, the company has just started shipping the Open Manage Resolution Assistant, which lets support technicians diagnose problems with PCs over the wire. Dell added that the primary source of revenue for the company will continue to be hardware. "We have services but I don't think you'll see a huge shift in revenue," he said. Now that Dell is the top PC seller online, which emerging business models cause him the most concern? Dell said the traditional PC competitors were not "as potent" as the threat of a new computing model. "It's hard to say" what will pose the biggest challenge to his company, Dell said. "But we have the radar on full alert." MS-DOJ? On a different topic, Dell declined to discuss in detail the findings of U.S. District Judge Thomas Penfield Jackson in the government's antitrust case against Microsoft. In response to a question about the Microsoft case, he said: "Our business is not about developing ingredients that go inside computing. We provide a wide range of solutions based on what we see as customer demand for one platform or another. From a legal standpoint, I think this is going to go on for a long, long time."