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

To: calgal who wrote (156820)	5/7/2000 12:47:00 PM
From: hdl	Respond to of 176387

Throughout, I've been astonished at Michael's almost unerring instincts. He can walk the corporate walk and talk the corporate talk with anyone, but his greatest strengths by far are his amazingly quick and good business instincts, and his belief in the model he's built at Dell. Michael Dell and Dell, if they fall, will fall from a very high place, indeed!

To: calgal who wrote (156820)	5/7/2000 4:00:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Leigh, Hi!! RE: Outsourcing?? "I SEE A NUMBER OF OPPORTUNITIES TO IMPROVE HERE, WHICH WILL DRIVE A WHOLE NEW LEVEL OF SUCCESS FOR DELL. BY WEB-ENBABLING EVERY PART OF OUR BUSINESS, WE CAN DRIVE OUR COST STRUCTURE DOWN DRAMATICALLY! I CHALLENGE EACH ONE OF YOU TO LOOK FOR, NOT INCREMENTAL COST IMPROVEMENTS, BUT QUANTUM SHIFTS IN EVERYTHING FROM COMPONENTS TO LOGISTICS TO INFRASTRUCTURE TO OPEX. WE HAVE ALREADY ACHIEVED 50% OF OUR ORDERS THROIUGHT THE WEB OR WEB-ASSISTED. WHILE THIS MAKES GREAT HEADLINES, IT IS NOT YET DELIVERING THE BOTTOM LINE IMPACT THAT TRULY FRICTIONLESS, TOUCHLESS ORDERS CAN. OUR NEXT STRETCH GOAL IS TO ACHIEVE 50% OF OUR TOTAL REVENUES WITH FRICTIONLESS ORDERS AND MORE THAN 80% WEB-ENABLED. WE SHOULD FOCUST ON MOVING CUSTOMERS ONLINE TO FRICTIONLESS ORDERS IN WAYS THAT MAKE IT EASIER FOR THEM TO DO BUSINESS WITH US." "WE HAVE MADE SIGNIFICANT PROGRESS IN SERVICE OVER THE WEB. I BELIEVE THAT WITHIN 18 MONTHS WE CAN ACHIEVE 80% OF OUR SUPPORT TRANSACTIONS TOTALLY ONLINE. THIS WILL NOT ONLY IMPROVE THE LEVEL OF SERVICE FOR OUR CUSTOMERS BUT ALSO DRAMATICALLY LOWER OUR COSTS. IMAGINE THE IMPACT TO OUR COMPETITIVE ADVANTAGE BY CUTTING IN HALF THE TRANSACTION COST PER CUSTOMER ORDER! IN EVERY PART OF OUR COMPANY WHERE WE HAVE A PHYSICAL OR PAPER BASED TRANSACTION, OUR GOAL SHOULD BE TO REPLACE IT WITH AN ONLINE TRANSACTION, OR AT LEAST IMPROVE IT WITH THE INTERNET." and Leigh...All this knowledge is what I believe is what DELL is also selling.. :o) Best, Kemble

To: calgal who wrote (156820)	7/15/2000 8:37:05 PM
From: Chris McConnel	Read Replies (1) \| Respond to of 176387

Here's part of an 7/13/00 article from TheStreet.com where Jim Seymour talks about Dell reaching the 70's by the end of the year. thestreet.com "Just two companies here this year -- the hardware business just isn't as promising as it once was. I suggested Dell (DELL:Nasdaq - news), because I think it has the best chance of popping up big this year, thanks to its exploding Windows and Linux server business, and Sun Microsystems (SUNW:Nasdaq - news), for exactly the same reason on the Unix side of the aisle." "By midyear, Dell was down a little, after struggling back up from a low of 37 in late January. A flatter-than-expected quarter, attributed by Dell in part to component shortages (mainly Intel chips), plus the general malaise in the box-making business, has hurt Dell this year." "Its desktop and notebook businesses are doing well, and Dell remains the preferred supplier for a long list of top corporations. Indeed, it has benefited there from defections from Compaq (CPQ:NYSE - news). On the consumer side, Dell's doing OK, but Gateway (GTW:NYSE - news) is roaring in consumer direct sales and Hewlett-Packard (HWP:NYSE - news) is becoming the big dog in consumer sales at retail, where Dell doesn't play." "Dell's consumer side also got a high-profile black eye this week, as it discontinued sales of its highly touted WebPC, a great-looking sort of all-in-one home PC that just didn't draw much consumer interest. (I regretted that, because it's a great machine -- and at the closeout prices now found on Dell's online factory-outlet site, it's a steal. Still, the market, having writ, moves on...)" "A month or so after that ''25 for 2000'' column appeared, I wrote here that thanks to the huge gains in Dell's very profitable server business, I expected to see them in the 70s by year-end. I still do."