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

To: Gabriel008 who wrote (157479)	5/30/2000 4:06:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

Gabriel, re: IDC reported unit sales volume of 3.2 million units and DELL's actual was 3.165 million. Again we see that the 1 month difference in reporting periods between DELL and IDC is irrelevant. I am unable to understand it, but the next time you use the IDC number for Dell's offset quarter, I will take it as valid. Thanks for the previous analysis and postmortem. Any idea how ASP was up so much? Best, Mike

To: Gabriel008 who wrote (157479)	5/30/2000 10:29:00 PM
From: Mike Van Winkle	Respond to of 176387

Gabriel re: - fully diluted average weighted shares up by 6 million shares to 2.737 billion. This is the second consecutive quarter this number has increased reflecting the fact that DELL is not buying back sufficient shares in the market to offset employees exercising stock options. They are continuing to hoard their cash. Could Dell be using their cash for Dell Ventures rather than stock buy back as was their past practice? In the current market, there may be some sweet deals for their cash. Just a thought. Best, Mike

To: Gabriel008 who wrote (157479)	5/31/2000 2:26:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 176387

How much of those numbers has factored in an increase of 500% of Dell's current China sales? Should we wait to find out in the next few years? Or should we just assume that Dell will sell more of those "dead pc's" there? biz.yahoo.com Wednesday May 31, 1:32 am Eastern Time Applied Materials sees US$500 mln in China sales HONG KONG, May 31 (Reuters) - U.S. semiconductor equipment maker Applied Materials Inc expects to generate some US$500 million in direct sales to China over the next few years, Chairman and Chief Executive Officer James Morgan said on Wednesday. ``I think it'll grow 500 percent over the next few years,'' from its current annual China sales rate of US$50 million-US$100 million per year, Morgan told Reuters in an interview. ``That should go to a half billion (dollars) a year or more,'' he added. Although Applied Materials has sold equipment in China for about 15 years, Morgan said China's pending entry into the World Trade Organisation will create more sales opportunities for the company as semiconductor makers set up new plants there to meet demand for devices such as computers, mobile phones and Internet-related equipment. Morgan was in Hong Kong for the debut of trading in Applied Materials shares on the Stock Exchange of Hong Kong as part of a pilot programme that includes six other Nasdaq stocks. Applied Materials shares ended the mnorning session at HK$686 versus a Tuesday Nasdaq close of US$84.94 (HK$662.51). TTOSBT