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

To: rudedog who wrote (156438)	4/18/2000 1:15:00 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Rudedog, RE: your statement "DELL has years of internal change and infrastructure building ahead of them before they can even be credible in accounts where SUNW dominates. Why start people on the road to comparison when DELL will surely make no progress in that attempt??? This spin is WAY ahead of where DELL is really at and I can not understand why management is starting this discussion. Why not focus on their current winning strategy in PCs, have people look closely at their (in my mind inevitable) climb to the top of the PC ladder? Could it be because they don't think that will move perception, the PC business being what it is? SUNW has set a high bar with their current earnings announcement. DELL will have a hard time competing against those numbers. Why not compare themselves to CPQ, HP, IBM, where DELL's growth will look good? " I am sure that Compaq and many others laughed when Dell set his sight on being the #1 boxmaker. Who is laughing now? Leigh forbes.com Quotes From the article in the April 17, 2000 issue of Fortune: Michael Dell said "The real Holy Grail is the servers and storage systems that will sit at the center of that network," says Dell, who reckons the server industry's sales will grow twentyfold in five years. "I'm a lot more focused on Sun than on Compaq." Tell the folks at Sun that Michael Dell wants to meet them out back after school, and they'll laugh in your face. He aims to take on Sun using the same strategy he used against Compaq and IBM: Sell direct, win on price, keep customer loyalty with quality. Dell did not jump into the server business until 1996, but sales grew 70% last year and Dell now ranks second in Intel servers (behind Compaq). In the small-business segment, Dell's server sales grew 110% last year (see box, p. 210).