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

To: rudedog who wrote (37463)	4/10/1998 1:06:00 PM
From: N. David Lessani	Respond to of 176387

Your points is well said. I do not understand how you want to be a GROWTH co. and at the same time ignoring 50% of the market.

To: rudedog who wrote (37463)	4/10/1998 1:59:00 PM
From: Sig	Respond to of 176387

Rudedog: (Will try to calm your concern for Dell) <<<Dell seems to be trying to reposition themselves.>>>> I read the message as trying to avoid the image of a 'cheap' manufacturer which comes from comments by cpq, hwp, ibm and others about Dell being the 'low cost' manufacturer. Dells high quality is reflected in the numerous awards for the good performance by computer magazines etc. CPQ is much more in the public eye by having products in stores( lots of Radio Shacks now too) Dell will try to counteract that by more public advertising, ( TV and perhaps newspaper ads). They only started that about 6 months ago with a minimal budget of 10 mil. (On $1000 computer) <<< Dell is apparently ignoring this segment. Dell seems to be narrowing its focus and market position rather than broadening it>>> Dell remains focused( MD uses the words often) on their key customer segments ( meaning to users at Ford, Boeing,etc) "We look first to your needs for quality computers and service" >>>> a little digging would show that other of Dell's suppliers are seeing order slowdowns >>> Interesting and useful but Dell would have "warned" in the meeting if business was slowing, earnings tanking <<<< There is no sensible reason to look at these trends and say that somehow this is all great news for Dell.>>> The market reacted with less than point rise to a very standard, "all-is well" Dell presentation. Long term shareholders are aware of what happens later when earnings are announced. <<<< Spin control>>>>???? I don't quite understand ?? <<<<Intel says orders up with Dell', or 'Samsung says DRAM orders rising' or any solid data that says Dell is continuing to execute to plan.>>>> Computer manufacturers sold "a whole bunch" of goods though the Christmas season, besides stuffing the channels. I don't see any INCREASING orders from suppliers until the old stuff is used up. Intel has multiple buyers for their products and would wish to remain on their good side, I cannot see them publicly saying " " IBM is buying 30% less, CPQ is buying 40% less and Dell is buying XXX%, because that would be for only a short time, misleading, and possible cause for a lawsuit. <<<< No, I haven't sold my Dell position yet!>>>> You will do well, my boy (just joshing but true) Words from McNeil " waiting is most important part of investing ", or something equivalent SES

To: rudedog who wrote (37463)	4/10/1998 2:32:00 PM
From: Dan B.	Read Replies (2) \| Respond to of 176387

<<Dell seems to be narrowing it's focus...this commits them to a strategy that makes them less nimble in the event of a market shift>> I seem to recall MD being asked about celeron chips and their reported poor performance. Seems he saw the same problems, but added he'd be getting them. He's sticking with Intel. With consumer P.C.'s such a small part of Dell's business, where's the beef here? If Celeron and the low cost P.C.'s fly, it looks Like Dell is dipping it's toe in those waters as I write. Now is that nimble- or what? I oughta buy this Co.

To: rudedog who wrote (37463)	4/10/1998 2:33:00 PM
From: Gabriel008	Respond to of 176387

Rudedog, I take your comments seriously about constantly being alert for news & data that impact my investment holdings. I don't take any of these investments for granted - not even DELL. Although I view DELL as the quintessential renegade or maverick in its industry, unlike these stereotypes it is very focused & disciplined - the secret to success in any business. Since I've owned this stock [August, 1996] DELL has done no wrong. As far as I'm concerned, from an investment viewpoint, I've been very fortunate with this stock & may continue to be - but, you never know! Therefore, I keep a major hard copy portfolio of all DELL press releases, quarterly & annual reports, articles, & commentaries from the various internet sites. More importantly, I conduct on-going fundamental analysis based on the research & quarterly reports and I keep track of certain key research release dates from IDC & Dataquest. The next key research release will be the European 1st quarter data that comes out in about 2 weeks. This will be followed by worldwide 1st quarter data that comes out the following week. The European research data is very telling - as it was for Q4 where DELL had approximately 50% sequential growth [389k units]. If DELL generates 35% sequential growth in Europe in Q1 they then require 0% sequential growth in the rest of the world to achieve 44› eps for Q1. Interesting, n'est-ce pas?