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


To: D.J.Smyth who wrote (152188)1/26/2000 6:25:00 PM
From: rudedog  Read Replies (1) | Respond to of 176387
 
Darrell -
re: the Average Selling Price has probably seen it's bottom in 1999
CPQ is on a big and public campaign to cut the ASP of commercial PCs IN HALF and they are busy outlining those plans in front of analysts over the next few days.

I can't understand why anyone still believes this is a short term thing. The other guys are moving to a different business model and killing PC ASP is just part of the strategy.

I think I have been saying this for months now... where's the exit strategy?



To: D.J.Smyth who wrote (152188)1/26/2000 6:35:00 PM
From: Sam Bose  Read Replies (1) | Respond to of 176387
 
This preannouncement has come much too late and DELL has AGAIN mismanaged Wall Street.

This is probably a good time for DELL to also announce a bigger share repurchase program with their "tons of cash" and for Michael Dell, Mort Topfer, Kevin Rollins, and Tom Meredith to STOP selling their damn shares (planned or not)every other week.

In addition, instead of Michael and Susan Dell selling their shares to fund the DELL Foundation, this would be a good time as any for them to start "buying" company shares for their personal account to show confidence in DELL and help to rebuild shareholder value for a stagnant, and now, depressed stock.



To: D.J.Smyth who wrote (152188)1/26/2000 6:40:00 PM
From: Adam Weiner  Read Replies (1) | Respond to of 176387
 
>> Cramer makes sense (for once?). 30% growth is still 30%.

30% growth for any company is great, except when your company's stock's P/E is 65. So according to Cramer, you should buy a stock selling at a multiple twice its growth rate, for a company in a multi-year sales growth decline trend? Dell is a great company, but it's stock price has not discounted its slowed growth rate and recent execution disappointments.