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

To: kaka who wrote (157515)	5/31/2000 1:52:00 PM
From: kaka	Respond to of 176387

Dell e200 Thin Client Device Extends Enterprise Computing Offerings -- A Dell InfoFlash -------------------------------------------------------------------------------- Round Rock, Texas, May 30, 2000 Dell, a world leading provider of technology for the Internet infrastructure, today announced the Dell e200, the company's first thin client computing device that provides access to network resources, including Web servers, server-based Windows applications and legacy-host computers. The Dell e200 is ideal for select IT environments where a thin client/server-based Internet computing product makes sense, such as call centers and terminal replacements. "The Dell e200 expands Dell's enterprise desktop offerings for those corporate customers who are deploying a thin client computing environment," said Jeff Clarke, vice president and general manager, Relationship Desktops. "They want the affordability, reduced lifecycle costs and centralized control benefits a thin client/server-based offering provides. They also want a single source that can meet all of their IT requirements, including desktops, notebooks, servers, storage, services, and now thin clients." Customers in the U.S. can order the Dell e200 today through their Dell account representative, with availability expected in mid-June. The list price for the Dell e200, with a 15-inch (13.7-inch v.i.s.) monitor, is $699, including a three-year limited warranty1. The Dell e200 contains an integrated 10/100BaseT Fast Ethernet controller and ample expansion through a USB port and two serial, one parallel and one PCMCIA slots, as well as audio input and stereo output. More information on the Dell e200 is available at www.dell.com/thinclient . The Dell e200 can access Windows applications hosted on Windows 2000 Server with Terminal Services enabled, Windows NT 4.0 Terminal Server Edition or Citrix MetaFrame servers using Microsoft RDP and Citrix ICA protocols. The Dell e200 can also access industry standard Internet content with an integrated Web browser, available in the third quarter of this year, and popular host computing applications through integrated terminal emulations. The Dell e200 supports industry standard management protocols such as DHCP, SNMP and FTP through Dell's OpenManage e200 Assistant, which enables configuration set-up and firmware updates. The graphical user interface automatically finds Dell e200 clients on the network and displays status and errors.

To: kaka who wrote (157515)	5/31/2000 2:03:00 PM
From: hdl	Read Replies (1) \| Respond to of 176387

it is down since 2/1/99

To: kaka who wrote (157515)	5/31/2000 3:25:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

kaka - I have posted my reasoning on DELL share price a number of times, but here it is again. In 1998, DELL was richly priced based on revenue growth of 50%, which was unsustainable given DELL's size. In 1999, DELL moved to open up their model, with initiatives in servers, storage, and a belated consumer strategy. Only the server initiative panned out, and in addition, supply chain issues highlighted the dark side of DELL's model - in a tight supply market where components are scarce, DELL's zero inventory model can become a liability. As a result of those factors, and changes in DELL management's guidance down to the current 30% growth range, the stock price pretty much stabilized in the 40s. But DELL's revenue growth did not stop, it only slowed down, and is still twice the industry's rate. So over the last 2 years, DELL's valuation has gradually caught up with revised revenue growth targets. DELL management has developed policies to control the supply chain problems. They continue to execute well in the field. They continue to manage the business well, shifting to higher margin products to maintain average selling price. They have stayed true to their fast follower model, avoiding big R&D expenses, acquisitions and other moves which would disrupt their financials. So at this point, I believe that DELL is fairly valued and should begin to grow stock price in line with revenue growth, as investors have accepted the new growth model. If DELL manages the 30% revenue growth they target, given that they were well below that for the first half of the year, they will provide better than 20% for the rest of the year. DELL seems to be trading in a range of mid-40s to mid-50s. If we call the base 50, then the 20% revenue increase gets us close to 60. If we call the base a little lower, than maybe mid-50s. Maybe Niles is right and 55 is the number, maybe a couple of good quarters will change perception. I feel pretty comfortable either way but am doing my investment strategy based around 60 at year end...

To: kaka who wrote (157515)	5/31/2000 9:21:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Kaka, Hi!! I can see you've been following the thread.. :o) Hey, I'd be lying if I didn't tell ya that it is very confusing at times to see a company with the stats and the continued results that hasn't moved too much...And even discussing the possible expansion in the various revenue growth areas is even more exciting to some of us than the past successes at DELL...Yet, why hasn't this stock moved?...I've had several folks comment that the five splits in 37 months had something to due with this... :o) And, the landmines that DELL stepped on last year certainly didn't help...I mean the street massacred them for an earthquake and the possibilty of hitting it big with QCOM and JDSU, etc...I'm still here though being patient...I haven't found a new gold mine...And, I'm not leaving this one with all the market share left for DELL to steal in the future... Best, KEmble