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

To: kemble s. matter who wrote (173663)	12/14/2003 8:14:15 PM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 176387

"Shorts to Sleep Poorly Tonight" (The Street.com)... thestreet.com

To: kemble s. matter who wrote (173663)	12/15/2003 2:07:33 PM
From: SecularBull	Respond to of 176387

Advanced Micro could have 64-bit mkt to itself next year - AmTech (AMD) 15.30 +0.03: American Technology Research believes it is likely that INTC will soon unveil a 64-bit x86 chip in Q1 or Q2 of 2004, which would be a huge endorsement of 64-bit computing; however, firm says it will take Intel close to one full year to build a support infrastructure of motherboards, chipsets, and graphics accelerators, leaving the 2004 playing field wide open for AMD; firm says this would materially boost AMD's ASPs and margins, and "pop" earnings such that AMD could earn better than $1.00, or possibly $2.00 in 2004 (firm's est is $1.20, consensus is $0.26), which could propel the stock to $25. source: yahoo finance, briefing.com

To: kemble s. matter who wrote (173663)	12/16/2003 8:47:17 PM
From: William F. Wager, Jr.	Respond to of 176387

7:10PM Dell Computer: Michael Dell sells 10 mln shares over past several sessions (DELL) 32.65 -0.36: According to SEC filings, Michael Dell sold 10 mln shares on Dec 12-16 at prices ranging from $32.70 to $33.81. The filing also discloses a 1 mln share sale by spouse on Dec 15 at $33.16. Following the transaction, Michael Dell retains 237.89 mln shares. Briefing.com

To: kemble s. matter who wrote (173663)	12/17/2003 9:59:07 AM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 176387

If the CEO is selling, should you? "Dell: Despite his routine of dumping lots of stock every quarter, one thing is troubling about Michael Dell’s sales this year. His $1 billion cash-out was almost four times the size of what he sold on average in 2001 and 2002. A Dell spokesman insists the selling was all part of Dell’s routine money management. And Morningstar stock analyst Rod Bare isn’t troubled by the sales, either. Instead, Bare says, Dell’s strategy of applying its low-cost direct-sales model to international markets and new product lines -- like consumer electronics, servers and storage devices -- will help the company double sales by 2007, when revenue may reach $60 billion. Bare thinks Dell is a buy below $27." for full article see moneycentral.msn.com

To: kemble s. matter who wrote (173663)	12/19/2003 1:58:26 PM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 176387

Dell's cookie-cutter approach tops H-P Two companies dominate the personal computer business, Dell (DELL, news, msgs) with 17.4% of the market and Hewlett-Packard (HPQ, news, msgs) with 17.1%. Indeed, Dell and H-P are rivals in just about every market in which they operate, and Dell, by almost every measure, is winning. But H-P is working overtime to catch up with its younger, stronger rival. To get a taste of how intense this rivalry is, just ask H-P CEO Carly Fiorina how her company can compete with the fast-growing, low-cost Dell. Money 2004. Smarter, faster and easier than ever. "It's not about how are we going to," Fiorina says. "We are. The interesting question is where is Dell's growth going to come from, because it's not desktop PCs." But while H-P boasts that it invents new technology, Dell spends relatively little on research and development, 1.1% of revenue, while H-P spends 4.6%. Staying off the cutting edge Ashok Kumar, who follows the companies for U.S. Bancorp Piper Jaffray, says avoiding the cutting edge gives Dell a competitive advantage. "I think that Dell's advantage right from the onset is that it's process driven as opposed to product driven," Kumar says. "And I think that's what I would consider a sustainable advantage for Dell." Dell applies that cookie-cutter model to every market it enters. What it began with personal computers spread to servers and now into consumer electronics. Ominously for H-P, it's also spread into printers, H-P's key business. Hewlett-Packard finds itself in virtually every business arena as Dell, but at higher fixed costs. A merger with Compaq has helped, but a breakdown of H-P today reveals the company has changed little in the last five years. It's in many businesses, but most of the profits still come from printing. The printer factor Like Dell, H-P sells PCs, servers and offers services. But in terms of profits, printers contribute 65% of H-Ps earnings, with PCs contributing just 1%. Still, Roger McNamee, a venture capitalist with Silver Lake Partners, says that consumer electronics could become a bright spot for H-P. "Dell has a massively better business model than Hewlett-Packard, and the consumer category will not fix the issues that Hewlett has relative to its supply chain and relative to its distribution channel," McNamee says. "That said, I think that the consumer opportunity is a lot better than is generally recognized by analysts, Wall Street and its investors." moneycentral.msn.com