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

To: Yaacov who wrote (161855)	10/6/2000 3:37:45 PM
From: edamo	Read Replies (2) \| Respond to of 176387

yaacov...."kemble" i've disagreed with kemble or anyone else who creates an emotional attachment to a stock......it can wreak havoc on ones accrued wealth but, kemble is very sincere in his belief.....right or wrong, it is his view point..... one must make their own investment decisions based on factors far beyond these boards....i tend to view the postings as a microcosm of investor psychology and sentiment, and most times as a contra indicator...(the old wall street saw.."if the masses are always correct...then they would all be rich"....) the equity markets are not rational....as they are driven by less then logic... losses are inevitable....but hopefully offset by greater gains... good luck...ed a.

To: Yaacov who wrote (161855)	10/6/2000 3:47:16 PM
From: hdl	Respond to of 176387

today, u r better off in dell than most stocks. pg ibm are exceptions

To: Yaacov who wrote (161855)	10/6/2000 6:47:56 PM
From: D.J.Smyth	Read Replies (4) \| Respond to of 176387

Yaacov, I just watched an interview on CNN-Europe, with one of the major brokerage houses in London, UK. The said what I wrote in my earlier post, Dell has very little market in Europe, and their problem came from the North America! Now let talk about this Kimble guy!! Europe represents about 20% of Dell's sales. Dell was expecting $8.45 billion in overall sales. Of this $8.45 billion, Dell (last qtr.) stated they were expecting about 20% to 21% from Europe. Let's take the 21% figure. 21% of $8.45 billion is sales expectations of $1.77 billion in Europe. Dell says they'll miss this $8.45 billion goal by 3% because of Europe, or about $200 million in lost sales. Dell was expecting $1.77 billion in revenue from Europe. They'll be getting $1.53 billion in revenue from Europe. The difference between what they'll be getting from Europe (about $200 million) and the difference in lost revenue is nearly equal. What about $200 million in lost sales from Europe does this "CNNfn guy" not understand? Last Quarter Dell's revenue from Europe was $1.457 billion, or 19% of overall sales. Dell's European sales this quarter will approximate $1.53 billion, a slight increase over last quarter, but certainly not the $1.77 billion expected. Dell's North American and Asian sales' expectations are the remainder of $8.25 billion, or $8.25 - $1.53 = $6.71 billion. Last quarter, Dell's North American and Asian revenue was $6.212 billion. This quarter the expectations are now $6.71 billion, a sequential increase in North America and Asia of about 9% European sales last year, this upcoming qtr, were around $1.43 billion. Sales in Europe have remained flat for over a year now. This is not just for Dell but for all others as well. Europeans have not been upgrading as quickly or as often as their North American counterparts. The question is when will European sales begin to rebound? Will they always remain flat for all PC players? European corporations have been upgrading their systems by means of software, with fewer hardware contributions over the past twelve months. Eventually their hardware contributions will need to catch up to their software additions. The expectations for Europe's entry into the real world was to begin this quarter. It did not happen. It didn't happen for Intel, and not for Dell - nor for HWP. But it will happen if Europe is to stay abreast of its other global trading partners. Had European sales been tracking NorthAmerican and Asian sales the past year, they would now stand at around $1.9 billion. Dell was expecting a "catch-up" to around $1.7 billion - they didn't even get that - nor did anyone else. This $200 million difference translates into a measily 100,000 additional ordered averaged price units - 30,000 a month. The Europeans couldn't do it. Dell has been averaging approximately around 7900 averaged price units per day. They calculated that Europeans would be picking that pace up to around 8900 per day as the European economies began to strengthen. It didn't happen. It is just now starting to pick up.