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

To: kemble s. matter who wrote (171564)	11/13/2002 12:53:03 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Posted on Tue, Nov. 12, 2002 Dell looks to big business CEO SAYS COMPANY'S FUTURE IS IN TECHNOLOGY UPGRADES By Sam Diaz Mercury News URL:http://www.bayarea.com/mld/mercurynews/4505376.htm Richard Koci Hernandez - Mercury News Personal computers may have made a name for Dell Computer but Chief Executive Michael Dell didn't say much about PCs during a Tuesday keynote speech at OracleWorld in San Francisco. Instead, Dell's attention was focused on the enterprise market, business customers who have resisted adding to their technology infrastructure but who now find themselves needing to upgrade if they want to remain competitive. He pushed the company's move into servers that run the Linux operating system and said Dell's support of Linux has helped it take market share away from the companies whose business infrastructures are based on the similar Unix operating system, notably Sun Microsystems. ``Unix has lost share, but it still has a large portion of the revenue,'' Dell said. ``We think customers are paying too much.'' Dell has a vision of doubling the size of his company and sees the business customer as key to that goal. The Texas company reports earnings Thursday and is expected to post sales of $9.1 billion for the quarter. Customers, he said, are turning to Dell because his company makes technology affordable and customizes products specific to a customer's needs -- immediately or in the long term. ``Our job is to lay out the evolution of technology, not to convince customers to buy now,'' Dell said in an interview after his speech. ``The world is not going to end if they don't buy now. But businesses are trying to achieve productivity. If they wait forever, productivity will decrease. Waiting forever doesn't make sense.'' Modular computing, adding to the infrastructure as the company grows, is one way business customers can see immediate savings, he said. The company isn't considered to be a big innovator of new technology, though Dell quickly points out the hundreds of patents the company holds. But he also downplayed the need to be a big innovator of new technology. ``There's plenty of innovation out there,'' he said. ``If you go to Comdex next week, you'll see plenty of innovation. But how much of that really matters for customers?'' Instead, Dell relies on the partnerships with companies such as Oracle and Intel. And while those partnerships are strong, Dell is not opposed to talking to a competitor of any of its partners if they can offer a better solution for the customer, he said. ``Intel has to continue to deliver the best technology and a great value,'' he said. ``So long as they can do that, we're ready to take it to market. If somebody else comes along that can do a better job, they'll have an opportunity, too.'' Contact Sam Diaz at sdiaz@sjmercury.com or (408) 920-5021.

To: kemble s. matter who wrote (171564)	11/13/2002 12:57:51 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Report: Dell takes top spot in consumer sales URL:http://www.usatoday.com/tech/techinvestor/techcorporatenews/2002-11-12-dell-consumer_x.htm AUSTIN (AP) — Dell Computer sold more computers to nonbusiness consumers in the United States than anybody else in the third quarter, according to industry analyst Gartner. The No. 1 ranking is a coup for Dell, which has been focusing on building its home computer business to complement its well-established corporate computer sales business. The Round Rock-based company is already No 1 overall in worldwide sales of personal computers. "Our customers have clearly seen the value of our offerings to elevate us to this position," said John Hamlin, vice president of Dell's U.S. consumer business. Dell launched its U.S. consumer business in August 1997. Today, it accounts for more than 15% of its overall revenue. In the company's second fiscal quarter that ended Aug. 2, Dell products purchased by U.S. consumers increased 47% over last year. Copyright 2002 The Associated Press. All rights reserved.

To: kemble s. matter who wrote (171564)	11/13/2002 1:47:36 PM
From: kaka	Respond to of 176387

Hi Kemble, Re: "I read where GV, Bill and Gabriel are discussing the PE ratio and the recent article from Briefing.com ends by suggesting that DELL's earnings run up should be a reason to sell into it..." Buy on the rumor...sell on the news.... Not a philosophy I usually espouse, but I believe there has been a large run up ahead of earnings for DELL this time around, and valuations will come into play despite all the Gartner and IDC data. Re: If DELL hits some unexpected numbers and we hear that stabilization is there with a pick up of any type...DELL moves and moves big... Didn't DELL around mid quarter reaffirm guidance? I think that's why we'll see 21 cents and not much higher...possibly just a penny. If they hit "unexpected" numbers, I'll lose confidence in their future projections. I have some outstanding November 30's option contracts (seller). Deciding what to do with them. The lure of letting the 30's go (providing DELL is slightly higher than 30 on Friday) is very appealing. As in the past I'll bet I can repurchase the shares lower in the future. In any case, I want to be the first on my block to own a DELL Axim X5!!! Its the DELL device I've been waiting for!! Cheers,

To: kemble s. matter who wrote (171564)	11/13/2002 2:35:02 PM
From: Scott Meyer	Read Replies (3) \| Respond to of 176387

Isn't it about making money? DELL is currently gaining market share at an all time rate I think you've put your finger on the problem. Dell is gaining market share but the gain is coming with less profit on each box sold leaving Dell with little or no earnings growth. Also, while Dell's build-to-order system is fabulous for a $3000 machine, there is a price point where it is going to be more efficient just to ship a truckload of machines to each Wallmart. Drive the price down far enough and the advantage is going to shift towards the retail gadget makers like Sony. For some new products (printer refills) it isn't clear that the web model is going to work. If I run out of ink, I usually just run down to the store and buy another cartridge (or two). Even next day delivery is too slow.

To: kemble s. matter who wrote (171564)	11/13/2002 7:33:05 PM
From: Sig	Read Replies (3) \| Respond to of 176387

There seem to be endless numbers of deals like this- uses for computers and computing biz.yahoo.com With technology catching on in China, India, South America there is no way to compute the total size or value of the market.It will be huge. Bakers, groceries, lawyers, real estate, car parts( new and used), truck drivers.. Ebay, Amzn, Dscm, computers everywhere We need one in the car, to verbally quote stock prices, trade online while waiting at intersections. It is time to stop worrying about the economy, the war, the bond rates, the chip makers. Dont even worry about a few penneys earnings tomorrow. In a few years Dell is going to have a much higher market share of a market too big to comprehend. I have reduced trading and gone back to collecting- a few 100 shares here, a few 100 there. For the good times(g) Regards Sig The last estimate of the market size by Dell about a year go was around $800 bil,and now they have new products.