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


To: kaka who wrote (162379)10/26/2000 11:08:10 AM
From: D.J.Smyth  Read Replies (1) | Respond to of 176387
 
"The real driver was an extraordinary 41% growth rate in industry standard servers...It appears that CPQ has eaten into Dell's growth in this area through competitive pricing and improved perception around the brand."

look up the numbers yourself. Dell's weakness in Europe was PC related, not enterprise. Dell's enterprise division growth was stronger than CPQ's worldwide.

I guess for Fortuna it depends on which point you're starting from. If you assume 50% enterprise growth, and 40% is delivered, you can assume the 10% decline was due to either "competitive forces" or the Euro. Take your pick. It's find the weak spot month anyway.



To: kaka who wrote (162379)10/26/2000 11:16:42 AM
From: D.J.Smyth  Respond to of 176387
 
besides, the interect connects (according to Deutche Telecom yesterday) continues to grow in Europe by over 50% YOY. CPQ's growth was probably due more to capturing new business rather than "eating into Dell's growth business". Its not as if there is a limited supply of air in Europe. Dell states they continue to capture a higher number of "new accounts" (whatever that fully means) worldwide...so call them

Deutche Telecom actually went up 5% yesterday



To: kaka who wrote (162379)10/26/2000 3:13:07 PM
From: calgal  Respond to of 176387
 
Hi Kaka: Did we get this small price lift in the stock from the announcement about the Inspiron 8000 notebook?

news.cnet.com

:) Leigh



To: kaka who wrote (162379)10/26/2000 3:25:53 PM
From: calgal  Respond to of 176387
 
10/26/00 - Benchmarking at Dell: Building Value by Learning Expert from Dell Computer to Discuss Dell's Benchmarking Process
CHAPEL HILL, N.C., Oct 26, 2000 /PRNewswire via COMTEX/ -- Dell Learning, the corporate university of Dell Computer Corporation, has incorporated benchmarking into all of its Business Process Improvement (BPI) efforts. The benchmarking methodology, which parallels Dell's business model of being direct to the customer, has added financial value, technological value, and relationship value to Dell -- helping the company record revenue of $28.5 billion over the last four quarters. An expert from Dell will discuss the how's, what's, where's and why's of Dell's benchmarking process at E-Business 2000.
The Global Benchmarking Council (http://www.GlobalBenchmarking.com) will hold its fall quarterly meeting -- titled E-Business 2000 -- November 8-10 at Caesar's Palace in Las Vegas, Nevada. Companies presenting include Dell Computer, Cisco Systems, IBM, Texas Instruments, Fidelity Investments and DuPont. Join representatives of the world's top companies as they discuss the Internet's impact on customer service, marketing, human resources and benchmarking.

"World-class organizations see the benefits inherent in learning from the experiences of others," said Chris Bogan, President and CEO of Best Practices, LLC, a leader in the field of benchmarking. "Dell's presentation will reveal the information essential to using benchmarking in a systematic way," Bogan said.

Drawn by discussions of e-Business and Best Practice Benchmarking, GBC members and guests will gather November 8-10 in Las Vegas to trade insights and information through detailed presentations, success sharing roundtables, and informal conversations (http://www.GlobalBenchmarking.com/meetings). Attendees will participate in interactive presentations from companies including Cisco Systems, Dell Computer, IBM, Texas Instruments Fidelity Investments and DuPont. Guests will also share in the collective experience of member organizations including Nokia, QUALCOMM, AT&T, Lucent, DuPont, Verizon, GM, and Pfizer.

Get more information about the GBC and register for E-Business 2000, at globalbenchmarking.com or call Rachel Porter at 919-403-0251 ext. 225.

ABOUT THE GLOBAL BENCHMARKING COUNCIL

The Global Benchmarking Council (GBC) was launched in 1998 by Best Practices, LLC, in collaboration with founding member companies GTE, Sprint, DuPont, and AT&T. GBC Membership is crafted to transform colleagues into partners and partners into friends. To join the GBC or to receive more information about GBC membership benefits visit the GBC website at globalbenchmarking.com or call Rachel Porter at 919-403-0251 Ext. 225.

SOURCE Best Practices, LLC

CONTACT: Allan Scott of Best Practices, LLC, 919-403-0251, or fax, 919-403-0144

URL: globalbenchmarking.com globalbenchmarking.com best-in-class.com prnewswire.com

(C) 2000 PR Newswire. All rights reserved.
KEYWORD: North Carolina Nevada INDUSTRY KEYWORD: FIN

cnbc.com



To: kaka who wrote (162379)10/26/2000 11:17:08 PM
From: calgal  Read Replies (1) | Respond to of 176387
 
Thursday October 26 6:35pm

RadioWallStreet.com Market Wrap-Up Show

BusinessWire


PHILADELPHIA--(BUSINESS WIRE)--Oct. 26, 2000--Today on RadioWallStreet.com, the Market Wrap-Up Show with RadioWallStreet.com VP, Rob Zimmer and Market Strategist John Blough discussing the day's top stock stories.

Companies included are, Aether Systems, Inc. (Nasdaq:AETH), Clear Channel Communications, Inc. (NYSE:CCU), Dell Computer Corporation (Nasdaq:DELL), Inktomi Corporation (Nasdaq:INKT), JDS Uniphase Corporation (Nasdaq:JDSU), Kellogg Company (NYSE:K), OpenTV Corp. (Nasdaq:OPTV), QUALCOMM Incorporated (Nasdaq:QCOM), and Sun Microsystems, Inc. (Nasdaq:SUNW).

You can listen to this show on-demand beginning October 26, 2000 at 6:30 PM Eastern.

To access this RadioWallStreet.com program go to radiowallstreet.com. First time listeners may need to download free audio software beforehand linked via the RadioWallStreet.com site. All RadioWallStreet.com interviews and programs are available on-demand and free of charge.

John Blough is Market Strategist for Cosmopolitan Investing and regular contributor for RadioWallStreet.com. RadioWallStreet.com is the leading multimedia Internet provider of investment news, information and analysis, is a service of Investor Broadcast Network.

About Investor Broadcast Network

Investor Broadcast Network is the leading broadcaster of real-time investment information and analysis on the Internet. With a complete portfolio of web-based broadcast communication services, the company gives investors access to the inner circle of corporate executives and industry experts.

For more information on Investor Broadcast Network visit www.investorbroadcast.com

About Investor Broadcast Network

Contact: Investor Broadcast
Adam Nicely, 215/599-5069
442-00 RadioWallStreet.com

zdii.com



To: kaka who wrote (162379)10/27/2000 2:48:27 PM
From: Mary Cluney  Read Replies (1) | Respond to of 176387
 
DJ, <<<"The real driver was an extraordinary 41% growth rate in industry standard servers...It appears that CPQ has eaten into Dell's growth in this area through competitive pricing and improved perception around the brand." >>>

Dell is comparatively new in this arena. CPQ has been in this market awhile longer. Their DEC Alpha servers have not been as competitive as they should have been given their terrific price performance metrics.

Both Dell and Compaq, however, have their sights on the high-end where SUNW sales are going through the roof. Suns backlog is huge.

However, it is not common knowlege that servers on the low end with Intel Architecture (IA) has completely dominated the market.

Intels next generation server, IA64, is designed to capture the highend server market where SUNW, HWP, IBM, SGI, and CPQ with their Alpha servers currently dominate.

There is no doubt in any knowledgeable mind that in time (next 10 years) Intel will thoroughly dominate the high end server and mainframe markets.

Dell's focus on Intel Architecture and an open source OS (Linux) will ensure MSD's forecast for 25% growth for years to come in just this one market.

I don't believe much of this is accounted for in Dell's current stock price. I don't think that any of the analysts that follow Dell understand this part of Dell's market. Most of these analysts understand PC's in the consumer and low end business markets.

The high end information technology markets like ISP's Earthlink and Mindspring; and Server Farms like Exodus; B2C enterprises like Amazon or Yahoo have as much in common with consumer PC's as your PC has with mechanical adding machines.

I don't think that the full Dell story is understood by the average investor or average analyst and therefore Dell is currently out of favor with investors.

MSD has to get out of his comforatble little fortress in Austin and go out on the road again to tell the current Dell Story. My only worry is that perhaps MSD does not have that hunger any longer to go out to do the selling that only he can do. He may think that he can send people in his place to do only what he can do.

Go Mikey.

Mary