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

To: hdl who wrote (158132)	6/25/2000 5:39:00 PM
From: Mike Van Winkle	Respond to of 176387

HDL re: questions. I hold only Dell in the account I use for donations to my favorite 501C. I donate shares yearly to facilitate a few important projects. I donated shares for the next 12 months activities and they sold at my suggestion when Dell went to 58.5 and put the money in more stable vehicles. Since I am retired and have most in Dell, I have not added to my position, but 41 looked mighty sweet a few days ago. There are no guarantees in investments, that is why they have nice yields. Dell may have short term issues but the industry is growing and Dell is the place to be in it, as I see it. If you will notice, the new problems of last year have been addressed or went away on their own. Dell's depressed revenues and earnings as I mentioned earlier should appear to leap due to Dell's continued investments (expanded by Sig to include Dell Ventures). Is there something that you know is looming that will give Dell a hair cut, or just hand wringing? :0) Best, Mike

To: hdl who wrote (158132)	6/25/2000 5:41:00 PM
From: kaka	Respond to of 176387

Hi HDL, Re: do you want to be holding a lot of dell when that happens-and growth turns out to be waaay less than, 30 %, for instance? The questions you ask can and should be applied to every equity in a portfolio. The only change would be, "do you want to be holding a lot of _____ when growth is waaay less than a "stellar" % like that projected by HWP, or INTC, or SUNW or CSCO. Any stock can disappoint. Dell's big "dissapointment" this year is a call for growth in the "low 30's". Carly Fiorina should have such problems; Scott McNealy should have such revenue to justify SUN's P/E. I added to my DELL position throughout the year and feel better about my position in DELL this year than in Feb '99, when it ran up to 55 and had a P/E over 100 for a short time. Happy Sunday, Kaka

To: hdl who wrote (158132)	6/26/2000 10:45:00 AM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

HDL re: do you want to be holding a lot of dell when that happens-and growth turns out to be waaay less than, 30 %, for instance? There is a long article, which as a lawyer you should like, that includes one of the current drivers to Dell's continued torrid growth for the next 4 years (my estimate). Here is the link and and excerpt from the article: thestreet.com "If you think about where we are with the virtual economy at the moment, it's still only 2% of retail sales, and it's about 3.5% of wholesale sales. First one looks like it's growing at 100% year over year; the other one looks like it's growing 150%. If you think about where we are with the Internet at the moment on a company basis, Cisco and Dell (DELL:Nasdaq - news) are the preeminent examples of B2B and B2C. Every company on the planet wants to look as much like Cisco and Dell as it possibly can. It's the most efficient way to do business, reduce cost of goods sold, improve productivity, etc. And everyone will get there to a degree, depending on what kind of business they're ultimately in. The economics there are exceedingly compelling on the B2B side. Then you've got the B2C side. We go to the Internet for convenience, for fulfillment, for price. If you think about the Internet for consumers, it's cumbersome, it's a pain to use. It's still very crude. It's also not a mass market -- but it will be. And when it becomes a mass market, that's going to demand a lot more routers, switches, servers, bandwidth, storage. TSC: What companies that we don't consider technology companies right now do you think might really benefit from the advent of the Internet? Jeff Applegate: Oh, I think everybody will. "