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

To: G.M. Flinn who wrote (32845)	3/6/1998 10:54:00 PM
From: Sr K	Respond to of 176387

This may belong on Laughter Is The Best Medicine ... but before reading 215 Dell posts I went over and read 15 CPQ's and you have to read Compaq Reply #20157. I thought I saved the key portion on my clipboard, but it's gone, so I'll update this. OK: So what am I missing. I still think 27 is good buy. I do know one thing: "Trees don't grow to the sky, but roots don't grow to China, either. That is, unless you are Dell. They are growing to the sky now, and they will grow to China in time. That is certain.

To: G.M. Flinn who wrote (32845)	3/6/1998 11:04:00 PM
From: Surfer	Read Replies (1) \| Respond to of 176387

Hi All: Check out current issue, 3/98, Harvard Business Review. Great DELL story. "How in 12 years DELL became $13 Billion dollars company?" Great interview with M. DELL, full of flow charts, etc. It explains how beautifully DELL employees execute the processes at the company. Read it and make up your own mind whether you're long or short or waiting on the sidelines. Also, read IBD, 3/6/98 interview with a Mutual Fund manager. DELL is rated well. As to short term, who knows. Pure emotion, fear and greed on a fast track. Long term ( 6 to 12 months), where do you think the mutual fund managers going to invest "other people's money"? I say, when all said and done, smart money is back to INTC, CSCO, DELL, etc. Good luck to all longs, shorts and side liners.

To: G.M. Flinn who wrote (32845)	3/6/1998 11:23:00 PM
From: Colin Campbell	Read Replies (1) \| Respond to of 176387

Cheap computers going cheap two for the price of one!. Listen if people think that $1000 is not a lot of money they are high let me point out something. Once apon a time consumers were stupid it happens in all new tech advancements but they get smart very damn quickly. If someone is going to pony up $1000 for anything they spend some time working out what they have got. If people think that consumers are fooled by the $1000 PC ( real cost $1,300 ) they are so wrong. Think who buys computers. a) Companies. If you buy a computer it counts as an asset on your balance sheet. you can depreciate it at 20% per year. Thus it takes 5 years to write off the cost of that computer as a business expense. What does this mean. It is cheaper to buy a higher priced computer that may have a lifespan of 5 years than a $1000 PC that lasts for 1 year. b) Home users ( still a small but fast growing percentage ). Have you ever been to any store that sells computers. I have shopped for about 20 PC's in my time (I am a programer and have my own small company). I have have shopped at all the major stores. I have never met a bunch of less educated sales people in my life , if you buy a car the dealer at least knows that it has four wheels and an engine. Only the very uneducated buy a computer from a general computer store and they only do it once. The general public are very aware that they may be getting a system that will go out of date very quickly and leave them hosed, at the very least any kids they have will tell them this. I know that most people will pay twice or three times the cash for a better product that will last longer. Explain the argument of lifespan to a consumer and they will understand. I will not buy an 87 chevy even though it's one third the price of a new one. Every computer manufacture will come to this eventually. Let Network computers and cable boxes take the sub $1000 market as they will and get in to the high end with low inventory. CPQ will learn this lesson, DELL already has but I really like both companies long term. Hey is the world going to stop buying computers.

To: G.M. Flinn who wrote (32845)	3/7/1998 3:19:00 AM
From: Irish King	Read Replies (3) \| Respond to of 176387

wrong Glen...It isn't a CPQ specific problem, it's the entire tech sector... Come Monday the "talking heads" will be opining that this situation will see a rotation out of the tech stocks into durable goods and personal care/home products... I think this Bull Run for the techs is about to peter out...

To: G.M. Flinn who wrote (32845)	3/8/1998 2:07:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

G.M.Flinn, Hi!!!! You certainly have it figured out....Dell is the preferred and even with the small market share world wide it will continue to explode...the quality is what is so important...no one minds paying for quality...."we believe we have been handed an incredible opportunity with the introduction of the $999 PC"....bank on this!!! Remember your first car or truck? The second one hopefully was an improvement....for me it wasn't much...but, when I had a steady income I certainly purchased something with more features and quality....and, I was willing to pay a little extra for something that I used everyday....Dell has won the top two awards at the Comdex and once again wins the service awards from three independent sources...Dell's quality and price will be able to compete for years on their growing reputation....You refer to "the changing of the guard"...Yes, I believe this is exactly what is occurring at this time... Best, Kemble