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

To: Lucretius who wrote (38049)	4/15/1998 10:52:00 PM
From: kemble s. matter	Respond to of 176387

Lucretius, Hi!! Absolutely not...didn't imply that....or I wouldn't have even replied.... Best, kemble

To: Lucretius who wrote (38049)	4/15/1998 11:29:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

All, the following is post that I made in March to Mr. Levy > > To: Paul L. Levy (33424 ) > From: Gregory Mullineaux Monday, Mar 9 1998 7:31PM EST > Reply # of 34752 > > Paul and thread, Could it be that we are in the process of switching from a PC centric high tech market to a Internet centric one? Were bandwidth is king, content is gold, ISPs are toll collectors, and wealth is measured in the number of eye balls you command, how many sales you made via the net and how many tolls you have taken? If one were to use today's high tech market action as an indicator of the above, the switch would be confirmed. If so the companies that would benefit from the above, would be the LUs, TLABs NTs, CSCO(Bandwidth), AOLs, XCITs, YHOOs (Content and sales), MSPGs, @homes, MCIs, and AMZNs (Sales) of the world. As important as the old guard has been, are they going to be treaded as merely manufacturers of on ramp devices and software to provide the look and feel, while the actual net players steal the show and investor mindshare? That last word is the key "mindshare" which equals investor perception.>>> And yes I did follow my thinking in what stocks I bought at the time. As you can see by what is happening in the market, I was correct in my thinking, further more, I feel it will apply for sometime. DELL will not move much until the market realizes that DELL is truly a different PC company, that will take till next earnings or longer, IMHO. We cannot expect 100% moves anymore. But hey, I'll take 20% a year anytime. Greg--->Who gets it right sometime, but is wrong sometimes too.

To: Lucretius who wrote (38049)	4/15/1998 11:47:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

-Lucretius <<<< I'm just looking for rationale discussion of DELL. I hope it is clear where Dell has been in past and what they have managed to do until this moment.It is all written down in the company news releases and Kembles record books.(gg) These are some of the releases from www.dell.com dell.com dell.com dell.com dell.com dell.com dell.com dell.com dell.com As Dell stands at present they have 16 quarters of consecutive growth, a minimum of 3 new production facilities being built, and a rather motivated CEO)(gggggggg) The past is crystal clear, the future is looking very bright So I assume you would like to discuss the future of Dell's stock price or the company's performance. Dells immediate use of the $500 mil soon to be available should counter an argument that business is slowing down. Dell has stayed away from the cheap computer market, problems with those products should have small effect on Dells business Computing margins on sales is a nearly impossible task because of the (forever) occuring reductions in component prices. As parts prices become cheaper, within days, Dell can reduce computer prices and pass along the savings with out hurting margins That has been happening for years with no deleterious affect on profit margins, but it is hard to quantify As far analysts ratings or industry position or P/E, any analyst who has rated Dell as less that a Buy or Strong Buy has been sadly mistaken in the past. But now the short term Dell stock price gets more interesting. Dell bears have tried black crows, crystal balls, various body parts (like head and shoulders), PA, TA, and some more exotic oriental methods in making predictions that Dell would tank. Sometimes get 5 or 8 point on the downside, then find they were holding the charts upside down( a very common error) Sig