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

To: Jim Patterson who wrote (32782)	3/6/1998 6:51:00 PM
From: Bill Murphy	Read Replies (1) \| Respond to of 176387

You may be right, DELL is either the next Oxford Health, or the stock will be $200 this time next year. It is that simple! The only thing we have to go on now is the trustworthiness of management. Man, this is a tough decision!

To: Jim Patterson who wrote (32782)	3/6/1998 6:52:00 PM
From: dennis michael patterson	Respond to of 176387

This is just like last year. Intc warned: Dell gaps down 10 to 100, closes up 2 and goes on to triple. GTW-- same old, same old. The money will go into Dell.

To: Jim Patterson who wrote (32782)	3/6/1998 6:55:00 PM
From: Jeffrey Chan	Read Replies (2) \| Respond to of 176387

Dell's comments on CPQ, looks like Dell will become the only excellent performer among the system houses. Everyone is slowing down except Dell. Does that mean Dell will be the king of the system houses? 03/06 18:00 DELL <DELL.O> SAYS PC DEMAND CONTINUES "FIRM" IN MAJOR MARKETS HISTORICAL BANDS" TRENDS ROUND ROCK, Texas, March 6 (Reuters) - Dell Computer Corp said on Friday it has been largely immune from a sales slowdown cited by its Texas-based rival Compaq Computer Corp <CPQ.N>. Spokeswoman Michelle Moore told Reuters the company was experiencing normal seasonal fluctuations in sales, but that overall "it's kind of business as usual." "Our demand in major markets is firm and no different from normal seasonal patterns for us," she said. "Their (Compaq's) announcement raised a specter in the marketplace that frankly we're not experiencing," Moore said after Compaq reported its first quarter earning results would be disappointing. "We are neither feeling nor creating particularly unique price pressure at this point in time," Moore said."We continue to price within our historical bands and we continue to price to our cost structure." "Basically, we're feeling about as good about our model and our direct (sales) approach as we ever have ... we're not seeing anything unusual in our business trends right now," she added. Compaq said it would initiate price cuts to clear inventory, but Moore said that was unlikely to influence Dell's business plan. "We don't tend to react to them anyway," she said.

To: Jim Patterson who wrote (32782)	3/6/1998 7:42:00 PM
From: John Carson	Read Replies (1) \| Respond to of 176387

Does anyone see a similarities between the disc drive industry that collapsed last year and the boxmaker industry that may be on the brink? 1) Companies in both industries make things for computers or computers. 2) Companies in both industries make essentially commodity products. 3) Some companies in both industries got overvalued very quickly. 4) Companies in both industries were (or will be) in denial up to the very last minute before the roof caves in and their stock prices are eventually cut in half. CPQ is almost there. SEG was the first to go last year. DELL is denying everything today just as QNTM did last year until the final shoe dropped. 5) Shareholders make claims as to why their company is invincible and will not be affected by everything else going on around them. DELL is immune because they are a great company and have a great business model. QNTM is immune because they are kicking everyones ass and have half their business in DLT. SEG is immune because they are the industry leader. 6) Inventory problems for major companies in both industries. DELL has no apparent inventory problems, but once CPQ unstuffs the channel by dropping prices, people will buy CPQ and not DELL, so there goes DELL sales that quarter. SEG did it to everyone else last year and managed to cut everyones throat. 7) Companies in both industries start cutting prices so no one makes a profit anymore. Companies start to break even or report losses. CPQ started it today or did INTC do that a couple of days ago? 8) Once one company (SEG) goes down, they (WDC, QNTM, APM) all follow in rapid succession. Is this a valid analogy comparing one industry with another? If not, Why not? If so, why not buy some puts on DELL and every other boxmaker in sight. John Carson

To: Jim Patterson who wrote (32782)	3/6/1998 8:53:00 PM
From: SuperSonics	Read Replies (1) \| Respond to of 176387

Well, that's the usual responds from DELL bulls. If CPQ is doing good, hey, the pc market is good, DELL is good of course. If CPQ is bad, hey, DELL must be taking market shares. With DELL at current market cap, 1/3 of intel, 1/2 of IBM. more than CPQ. I just don't get it. What are the BULLs thinking? do you expect dell price to double again? Have you guys ever thought about what would happen if something goes wrong with DELL? DELL is no INTEL or MSFT!