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

To: Chuzzlewit who wrote (32544)	3/5/1998 9:40:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 176387

Paul, Am I understanding your model correctly in that it suggests a Dell market cap of approx 350 billion in 2002? Thanks, John

To: Chuzzlewit who wrote (32544)	3/5/1998 10:03:00 PM
From: Ian Davidson	Respond to of 176387

Hi All, I'm wondering if anyone can clear up something for me. A couple of weeks ago there was a post on here which stated that COMPAQ's "quiet period" from the DEC deal ended on the 9th of March which is Monday. I'm wondering if this is so, whether they may take the opportunity to pre-announce a bad quarter, if this story about channel stuffing is so? Can anyone shed any light on this? Thanks. Ian

To: Chuzzlewit who wrote (32544)	3/5/1998 10:50:00 PM
From: G.M. Flinn	Read Replies (1) \| Respond to of 176387

Using DELL's internet site to calm price war fears ... For almost a year, I had configured an identical DELL computer on the DELL internet site in advance of a purchase. This helped me see first price increases in disk drives last summer (I bought QNTM and did quite well), and later in the fall I saw prices diving in disk drives (I got out). Relevant to today's worries, a DELL system price can be generated from which a direction on market pricing can be observed. The Pentium II machines seem to be holding in price. I finally did buy a 233 DELL on 1/23/98 (8.2GB, 64MBSDRAM-1DIMM, USRX modem, Altec 495 speakers, 1000TX Trinitron 17" monitor, 3-yr. on-site warranty, etc.). Purchase price was $2,498. The identical system on 3/5/98 costs $2,538. The price has risen! DELL is holding / raising prices ... hardly a signal of engagement in any price war (unless the shorts apply different laws of supply and demand to DELL). In fact DELL is doing so well it is simultaneously expanding in Ireland, China and Austin. Be patient, the market will figure this out. DELL truly seems to be a special company, and it takes awhile for a "changing of the guard" to be fully recognized.