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

To: Lee who wrote (149778)	12/23/1999 12:00:00 PM
From: John Hauser	Read Replies (3) \| Respond to of 176387

Damn guys, I just missed #1..... December 23, 1999 9:41am THE YEAR IN REVIEW: Qualcomm top tech stock of 1999 By Larry Barrett ZDII SPECIAL REPORT -- If 1998 was the year of the .coms then 1999 was the year of the COM(M)S, as in Qualcomm and Metricom. These two companies pulled Wall Street kicking and screaming into the wireless age, posting prodigious gains well in excess of 1,000 percent this year. That's not to say pure Internet stocks didn't create their fair share of paper millionaires this year, too. Companies such as DoubleClick Inc. (Nasdaq: DCLK) and RealNetworks Inc. (Nasdaq: RNWK) managed to crack the top five of Inter@ctive Week's @Net 400 Index, returning gains of 796 percent and 760 percent, respectively. But the fact that Qualcomm Inc. (Nasdaq: QCOM), which was the Index' top performing stock through Dec. 20, and Metricom Inc. (Nasdaq: MCOM) managed to supplant 1998 stars such as Amazon.com Metricom, which makes a wireless Internet connection possible with its Ricochet product, finished the year with a staggering 1,865 percent jump, soaring from a low of $4 a share in January to more than $100 a share in December. The Los Gatos, Calif.-based company got most of its gains in a wild three-week stretch in late June and early July when it rallied from $10 a share to $50 a share. It then pulled back a bit before reloading in November when it surged from $50 to $100. By expanding into even more markets, Metricom has the look of a long-term giant especially if it can maintain its market share while expanding into foreign markets that are built on a wireless infrastructure. Year-end Winners QCOM 25.9 466.8 1724% MCOM 5.18 79.12 1499% DCLK 22.25 201.3 796% RNWK 17.9 146.4 760% OPEN 1.7 13.5 740% CMGI 26.6 222.18 738% IATV 3.8 30.93 735% LTXX 2.56 20.12 707% DISH 12.09 86 614% ELCO 1.93 13.25 610% SCOC 4.43 29.12 576%

To: Lee who wrote (149778)	12/23/1999 12:15:00 PM
From: Chuzzlewit	Respond to of 176387

Good morning Lee, Thanks for the data. If we use IDC numbers, the US market for PCs is expected to grow at 19.5% rate for the year 2000 and Dell already has 17.8% of that market so there's not a lot of growth remaining for that market before Dell will be growing at the same rate of the overall market. Not sure why this concept is foreign to some folks? Too many of us are mathematically challenged. I pointed out a couple of years ago that Dell's growth was mainly the result of taking market share from competitors, and once a point of equilibrium was reached Dell could not grow faster than the overall market. That was the consideration that prompted me to ask what other products and exist that would allow Dell to successfully adapt its business model. Dell is not a technology company, so it does not create new products. It relies on the technological innovations of others and utilizes its superior sales-assembly-distribution model. That constitutes a fundamental difference between companies like Dell and IBM. We've seen Dell follow this strategy closely by entering three significant markets: servers, mass storage, and consumer products. Can Dell can grow rapidly enough in these markets to surpass PC demand once its PC market-share is stabilized. Happy holidays all, CTC