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

To: Sig who wrote (170626)	8/16/2002 6:22:40 AM
From: OLDTRADER	Respond to of 176387

RE:SIG:Thanks -I own INTC as well-thinking of buying more over $19.00.Thanks again.wbm

To: Sig who wrote (170626)	8/16/2002 4:31:16 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Sig, Hi!! RE: Are Dell executives really over- compensated in comparison to executives of Glw, Nt,Jdsu, Qcom Hwp, T, ot Lu? Babe Ruth was once asked: "How he can justify making more than the President of the United States?" Ruth replied: "Well, I had a better year than he did!" Let's discuss the salaries of all CEO's in the large cap tech stocks...Compare Michael and then tell me how much Michael's worth to this company... Then let's talk about age... Then let's talk about experience... Then let's talk about past results... Baseball is paying ARod a small fortune to play shortstop and lead the AL in many many hitting categories...Is he worth what they paid him because of his youth and past results? Everything is relevant to performance and future abilities... Michael has already destroyed how many others? And, he's 37 years old...Like I've said many times before...If this guy decides to sell Kool Aid on your block....Move your stand...He doesn't like to lose (maybe his strongest asset in my mind) and wins without the hubris...And he knows that this line of confidence is the thinnest line in the world (read his book)...Couple this confidence with his ability to motivate and lead...Package this all together with a vision anyone should marvel at...I'll take whatever he brings in the future...I don't see anyone stopping him either...Whatever he chooses for the longterm shareholders is what I want to be a part of...Pay him what he wants... Best, Kemble

To: Sig who wrote (170626)	8/17/2002 2:35:24 PM
From: TimbaBear	Respond to of 176387

Sig Thank you for your kind words. I don't expect the misleading reports today were intentional, but just the result of continuing the same "book-keeping" procedures as in the past or else to have the stock "crash" if they suddenly used more honest reporting. Like accounting for the options costs. I disagree. If the presentation of the true costs weren't allowed by GAAP, the management should have made explicit mention of that fact in the reports. Not doing so can only indicate they didn't want to be totally honest. If they had been honest, the stock price would already reflect Mr. Market's assessment of the results. Not stating the reality of the costs will only work for a while, then something will happen to bring the real picture into focus for the investor. An over 2 year long Bear market is serving to remove the bright-eyed enthusiasm and replace it a more skeptical look at the results. Your comments regarding DELL's growth rate and outlook I have no dispute with. This is a wonderful business, well-executed and visionary in approach. They have decent products at decent prices with decent service. They are hitting on all cylinders as nearly as I can tell. I have never claimed otherwise. As an investor, however, it is a terrible investment. Virtually all of the profits (about 85%) are being given away to insiders with stock options leaving the crumbs as an investor return on investment. The book value hasn't increased and there are no dividends being paid. As an investor, I can watch the great story of DELL unfold without having my money tied up in their stock. I don't invest in the market because I like a story, I invest so that I can get a better rate of return than I can by putting my money in a safe CD or bond. A close look at the numbers of DELL indicates to me that the money gets divvied up among the insiders and the investor is left with the story. I am not indicating that anyone should buy or sell DELL, only saying that my own analysis doesn't justify me being a shareholder. Timba

To: Sig who wrote (170626)	8/20/2002 5:07:15 AM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

Dell to use dealers to sell personal computers-WSJ NEW YORK, Aug 20 (Reuters) - Dell Computer Corp.<DELL.O> is expected to begin offering an unbranded desktop personal computer to dealers, a move outside its long-held tactic of direct sales, the Wall Street Journal reported on Tuesday. In targeting dealers, Dell is hoping to move into the market where no-name computers put together from parts from various suppliers and tailored to a customer's specific needs, still take sales from large suppliers, the paper said. White-box PCs have maintained about a 30 percent share of the U.S. PC market despite the sweeping consolidation among the top suppliers, including Hewlett-Packard's <HPQ.N> purchase of Compaq Computer earlier this year. Dell estimates that no-name PCs sold by small dealers are a $3 billion a year U.S. market. Frank Muehleman, senior vice president of Dell's small-business division, was quoted as saying the company's goals are modest, aiming for perhaps $380 million in new revenue in the next 12 months. Longer term, it could expand beyond desktop PCs to offer notebook and server computers to that market, vastly expanding its scope, according to the Journal. ((Nick Olivari, New York newsdesk, 646-223-6000)) REUTERS * end of story *