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

To: rudedog who wrote (156493)	4/21/2000 2:19:00 PM
From: Mike Van Winkle	Read Replies (2) \| Respond to of 176387

rudedog re: Remember that in the consumer segment, CPQ outsells DELL about 8 to 1, and that DELL's consumer strategy in 1999 has not changed that picture much. I always view using the past to predict the future as driving looking out the back window. On the other hand, the future is always some kind of mix of the old and the new. So I appreciate the point that indirect will be around for some time as it has its place. I do think that it is a stretch to take numbers and decide that, "8 of 10 consumer buyers don't want to "be direct,"" it just means that they did not buy direct. Best, Mike PS My brother bought his first computer at Radio Shack, but bought his last 3 from Dell. Same with my brother in-law. My Dad is another story, but that may soon change.

To: rudedog who wrote (156493)	4/21/2000 3:19:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

Rude - I would think the Microsoft results and especially the forward looking statements about PC growth might be a bit more germain to Dell's immediate future than Radio Shack, but I guess nobody wants to discuss those <ggg>... Regards, John

To: rudedog who wrote (156493)	4/23/2000 4:42:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Rudedog, Hi!! RE: I know that the idea that direct is the winning strategy and that retail is history is a basic tenant of the Church of DELL... but the market data does not happen to support that notion for the consumer space. DELL's ability to steal market share is all that really counts...The corporate world is their forte and being direct with this segment of the market place has taken them from #18 to #2 in ten years...Soon to be #1..Every market they have entered they have become #1 or #2...Watch them pass CPQ in servers ... Best, Kemble Best, Kemble