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Strategies & Market Trends : Sonki's Links List -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (77)	4/9/1998 3:10:00 PM
From: ANANT	Read Replies (1) \| Respond to of 395

sonki: M.Dell / CNBC interview and MRK down reasons I have not seen any specific bad news on MRK checked yahoo M.Dell: sustain strong performance in server and bus. mkts hold leadership position in the industry About INTC/CPQ warnings: User active purchases has not changed About excess inventory problem as in CPQ: not in low-end mkt - do not have problems as in the case of CPQ Dell does not have prod. transition pob. as CPQ - Those prob. has been an opportunity to Dell. Dell meet the needs of end-user - latest technology- growth strong - users need powerful systems - rich e-mail - powerful apps like SAP,Bonn,PSFT require 64MB Pent.II corp. end users Is it impossible for Dell to have inv. prob? Dell maintains 7day worth of inv. while competitors hold 14 times of dell's.- Dell's likelihood of getting into such prob not high About Acquisitions: not a strategy - has 4 times the gth of industry - focus on internal gth WIN 98: Dell sees a 100% gth in the area of small business - Win 98 is a catalyst - Dell does not see delay in Win 98 - going full steam ahead - Justice: Dell priovides infn. as required by Justice IMHO: It is up beat and optimistic. It may have some salutary effect on INTC etc. anant

To: Sonki who wrote (77)	4/9/1998 3:38:00 PM
From: ANANT	Respond to of 395

sonki: Dell Additional infn. I may add: M.Dell also said to the effect that Dell stk in undervalued. relative to the performance. The pe of other competitors is higher than that of Dell. The mkt will decide that. There is a full day cnbc program for retirement. anant