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

To: JRI who wrote (153150)	2/7/2000 5:03:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

john....2/99 was the critical time for the pc centric world...it was at this time that dell management made a conscious decision to sail the "dead" pc sea by itself.....all the other sector players took their boats to a much larger body of water.... dell should have begun the process of "enlightenment" and "vision" as everyone else did... hwp got hit harder share price wise then dell by the earthquake news...went from 115 or so to 70....notice where it closed today...? why wait until a sense of urgency ensues to change course against a swift counter tide of negative perception?.....much easier to forge ahead with smooth, deliberate movements of the rudder, using the swelling tide of change to your advantage!"

To: JRI who wrote (153150)	2/7/2000 5:03:00 PM
From: Sam Bose	Read Replies (1) \| Respond to of 176387

John, Excellent analysis of the Street's current perception of DELL; my thoughts exactly. Its not enough anymore to even have Dan Niles and Ashok Kumar and Steve Fortuna recommending the stock, there is much too much nervousness among institutional managers....the CC this Thursday will be do-or-die for DELL, and management cannot simply repeat "same old, same old" as you've correctly stated previously. This stock needs a major catalyst, and it has to come from management. Sam

To: JRI who wrote (153150)	2/11/2000 4:17:00 PM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

John, I've been going over DELL's Q4. Here's what I see; 1- ASP down to $2050 this Q from $2087 last Q 2- Unit volume 3318 vs 3357 reported by IDC 3- GP down to 19.2% vs 20.2% last Q 4- Operating Income $513 vs total income of $611. Other income was $98. This other income more than doubled from last Q. 5- Tax rate dropped to 28.6% from 30.0% in other Q's. 6- Outstanding shares are increasing. DELL is still buying back shares but not enough to offset those being exercised through employee stock options. Their press release is misleading in this regard. If it weren't for points 4 & 5 DELL would have earned 14 cents. Not a good sign. And, although they've got lots of cash they're not using it to back shares to offset the ESOs. This leads me to believe they are planning to use the cash for something else - maybe another acquisition. I don't think Q1,f01 is going to be much better than this Q. I'll call you next week & we can talk about it. Regards, Gabriel