Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SecularBull who wrote (39372)	4/28/1998 12:44:00 PM
From: Peter W	Respond to of 176387

From briefing.com's synopsis of the H&Q conference yesterday ... DELL A strong presentation by CFO Tom Meredith, DELL emphasized four aspects of their current business plan. Improving Customer Experience: compensation of sales staff will be tied to customer satisfaction surveys. Already strong in this area, DELL sees it as a key differentiator. Internet 2.0 Initiative: Development of "Premier Pages" customized buying pages for individual corporate users, allowing faster, easier purchases by corporate clients. Currently receiving 233,000 unique users per day on their internet site. Continuous Flow Manufacturing: Dell has always been in the build-to-order manufacturing business, but focusing on improving this stream should reduce expenses. Financial Strength: DELL has had great success in financials, with 59% revenue growth, and 82% operating net growth. Claimed a ROIC (return on invested capital) of 186%, the highest in the Fortune 500, with the sole exception of Microsoft. In addition, they claimed a rising trend in their cash flow margin. Dell stated they weren't interested in the "sub-$1000" PC market. All in all, a strong story of increasing demand with tighter financial and manufacturing management, making it a compelling story.

To: SecularBull who wrote (39372)	4/28/1998 12:48:00 PM
From: Eddie Kim	Read Replies (4) \| Respond to of 176387

>>DELL will stop splitting when all other stocks stop splitting. C'mon..this means and proves nothing. Like I said I don't see DELL having a 180 billion market cap any time soon, nor do I see them having 3 billion shares out there either. Sure Dell does buy back shares, but when was the last time DELL bought back shares and realistically it is only a very small fraction. CPQ is one of the heaviest traded stocks...true. I don't expect CPQ to make splits anytime soon either. Previous performance does not guarentee future stock performance. Dell is no more the undiscovered, hidden jewel of the Nasdaq. Thus, I don't see it going up 26,000% in the next decade. Dell is a great company...that doesn't mean its stock will continue to skyrocket up though. There is no need to argue this... only time will tell. -Eddie