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

To: GVTucker who wrote (156039)	4/6/2000 8:26:00 AM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

GV, I am not selling Dell. Your analysis is correct but misleading as it is coming off the Y2K problem and chip shortage problems Dell pointed out earlier this year. Windows 2000 and enterprise market potential is part of the reasoning for Dell to do very well and why Niles is so Bullish on Dell. Pat

To: GVTucker who wrote (156039)	4/6/2000 9:20:00 AM
From: Sig	Read Replies (2) \| Respond to of 176387

GV: Re P/E Must be careful with use of P/E. If used to compare computer mfgrs, could not have owned Dell- would have owned Gtw, Cpq, Ibm, almost any other co whose P/E's ran about 1/2 of Dells P/E. In selecting a stock, its better to observe the thread inhabitants: Do they have money or own stock? Do they drive cadillacs, or yugos. Do they have an address or a job( observe Profiles) Do they avoid using the F word in postings? Do they take vacations in foreign countrys like Hawaii or Texas. Do they have $15,000 pagodas in the garden? Are they building lakeside houses with docks ? Does the CEO own any stock in the company? Sig

To: GVTucker who wrote (156039)	4/6/2000 10:25:00 AM
From: JRI	Respond to of 176387

GV- Things are not yet back to normal, in the sense that Dell did not have (during February-April) the benefit of normal demand AND a more "normal" component pricing environment (similar to the last 2-3 yrs. previous to Sept. 99) ...During the past quarter, things have been getting back to normal, but, on average, were not there (during the entire quarter)...hence, "only" 17% EPS growth.. More interestingly, Dell has (finally) done a good job (in the last 2/3 months): (1) Getting expectations lowered on the Street..(who would have thought 17% EPS growth would be viewed so positively <G>) and (2) Repositioning the company (in the analysts' mind) as "getting" the internet thing (a la Sun, Oracle last year)...vs. a company solely focused on selling PCs (peripherials)....The recent Forbes article speaks volumes: Michael Dell talking about how Dell is not just a PC company anymore vs. (last year) he defending the core growth rate of PCs for the next few years....(BTW- Both arguments are true...but the Street clearly does not care about the latter too much)...Last year, he answered that question wrong, as far as the STreet was concerned.. I am a little peeved at Mr. Dell <G> for it took him & management a little too long to get what I (and others) complained about last winter.....points (1) and (2)...I sold a little in January...and vadaBOOM, right after, Mr. Dell started on the "campaign"...(1) and (2)....good thing I have held onto TYC, Cisco, EMC during that time <G> The likely 17% EPS growth rate for the quarter is not indicative of Dell's true growth rate....