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

To: Yamakita who wrote (153195)	2/8/2000 10:13:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Yamakita-san, how is DELL doing in Japan? I would assume the local vendors would have the lion's share of the market...

To: Yamakita who wrote (153195)	2/8/2000 10:36:00 AM
From: D.J.Smyth	Respond to of 176387

warburg dillon represents only a few institutional accounts. other institutions will be stepping up (why wouldn't they?). there are too many good things happening at Dell this year for this to remain a $35 stock - a trail back to $45 by year end would represent a decent premium over a 12 month period. the parts are worth more than the whole at this point. they've discounted about every Dell action for the next 18 months. they've discounted every CPQ action for the next 25 months. they'll work through their problems; will fully transform to the net. the net continues to boom and the PC era is over? their enterprise business continues to grow at 70% - greater than SUNWs growth rate. this is just a flash? but daddy Warberg knows best; the PC era is dead. no one will again buy a pc. mobile phones will take over completely. but, mobiles are still communicating to PCs, for the most part, which means European growth in PCs should continue too; how did the PC die at Warberg? Finland is a case study where mobiles have proliferated much faster than PCs. Nokia declared the era of the PC is over too (ge, I wonder why). Yet, in Finland, PCs have continued their strong growth patterns, even though mobiles and handhelds have basically taken over. Seems to me there is an inseparable connection bw the mobile and the pc for future growth.