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

To: D.J.Smyth who wrote (150332)	1/5/2000 12:19:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Darrell, HI!! RE: I wonder if Fortuna has EVER taken the time to visit Dell's operation and/or tour their facilities in Ireland? If not Dell needs to offer him an opportunity to do so. Excellent post and a proposal I wish DELL Investor Relations would offer all analysts...If they do...more updates should be offered quarterly...the sheer physical expansion by just driving by would change your mind...Once inside the efficiency would leave them speechless... Best, Kemble

To: D.J.Smyth who wrote (150332)	1/5/2000 1:38:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Thanks Darrell, I suppose what annoys me most about Fortuna's comments is that he belabors the obvious and trivial issue (short-term component costs) and ignores the important issue (the unquestioned superiority of Dell's business model). Why do I feel that the quality of Dell's business model is much more important than the potential down-side risk for the quarter? Because in the long run Dell's superior business model delivers product at a lower cost than any competing model. Yesterday's acquisition by Compaq should underscore the superiority of Dell's model. Remember all the people who told us that Dell's model was easily duplicated? Fortuna's gratuitous comment "Dell management had one of two options. One is to be less aggressive on PC pricing in order to shore up profitability and risk missing a possible fiscal first quarter buying boom as Microsoft releases its Windows 2000 system" is idiotic. As I pointed out any number of times, profit margins by themselves are meaningless. Profit has meaning, and profit is a function of sales and profit margin. Dell's management has demonstrated a keen understanding of this relationship, and I would be surprised if they suddenly developed amnesia. TTFN, CTC