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

To: rudedog who wrote (165449)	5/18/2001 8:09:17 PM
From: stubba	Read Replies (1) \| Respond to of 176387

rudedog - two points to discuss revenue in the enterprise business for DELL grew 43% in units and 17% in revenue last qtr. I think you stated that enterprise revenue was not growing. this is clearly not true. You might want to download the presentation from DELL's website for more interesting statistics. I also think you are missing the point of DELL's current strategy. You have posted several times that you feel the problem with current strategy is lack of earnings growth. What do you think the alternative strategy might be ?? If they were not near as aggressive in pricing, they would not even be able to drive the current sales level and net margins and earnings would be even worse because of the fixed overhead etc.... Until there is resurgence in demand, DELL has little choice except to continue on current path. They are certainly kicking the snot out of their competitors right now. Look at what GTW, CPQ, HWP, or IBM has said recently about the pc business and it is clear DELL's profitability is more than entire industry combined.

To: rudedog who wrote (165449)	5/21/2001 11:24:10 AM
From: D.J.Smyth	Respond to of 176387

rude, the leadership position is Dell's to lose. it's hard for the analysts, let alone individual shareholders, to envision Dell's loss of that role anytime soon. market/economy returns, Dell should respond likewise. an analyst interview, mentioned over the weekend, stated that CEO's are increasing their capital spending already, for nothing more than (a)increase in the price of their company's stock. seems like an unanalytical reason to increase capital spending. but, what the analyst meant was, that CEO's have cut back on scheduled spending and that they were slowly opening that closed gate due to increased visability. from Yahoo: 10:37AM Sun Microsystems (SUNW) 21.75 +1.78: Trading floors talking about Sun's strength today; no clear reason for the gains but several factors being mentioned: talk that inventory levels and UltraSparc-3 yields are getting better and optimism ahead of mid-quarter update on May 29.