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

To: Jim Patterson who wrote (42135)	5/14/1998 5:57:00 PM
From: larry	Respond to of 176387

Jim, Thanks for your response. Bill Fleckstein certainly told everyone to short dell not too long ago (late last fall) only to see it rise another 100+% within 7 months. Well, at least this dude is now claiming that DELL is the most important stock in America. There are only two people that I don't want to bet against: MD and Bill Gates. My friends have told me so for several straight quarters and I am only too glad that I did not listen to what they said. I will go short DELL the day they report a miss or just meet the number. Otherwise, I will long DELL. Very simple and efficient way to accumulate money. cheers, larry!

To: Jim Patterson who wrote (42135)	5/14/1998 6:03:00 PM
From: NickSE	Respond to of 176387

<<I am focusing on the ASP decline in the industry. Every company has experienced it. Is DELL immune?>> Last quarter, DELL's ASP's remained flat at $2,630 while the industry average was about $1,400. The <$1,500 computers have been around for a few quarters, yet DELL's ASP bucks the trend. Gains in market share, according to IDC, were as follows, desktops (sales up 41%), notebooks (sales up 75%), and servers & workstations (sales up 194%). <<I am focusing on the decline in industry unit over all growth. Is DELL immune?>> In the fourth quarter, DELL experienced overall sales growth of 55% and 60% unit growth which is quadruple* the market growth rate.* <<There is going to be a great I told you so on this one :)>> On our part ;o) Regards, Caisson

To: Jim Patterson who wrote (42135)	5/14/1998 6:04:00 PM
From: larry	Read Replies (2) \| Respond to of 176387

Jim, One more quick question. How much would you have made if you invested 10 k in DELL 10 years ago? You will be a millionaire. How much will you lose if your short 10 k of DELL 10 years ago? I like DELL because it simply has the best business model available... larry!

To: Jim Patterson who wrote (42135)	5/14/1998 6:22:00 PM
From: Tumbleweed	Respond to of 176387

Covering up problems; CPQ covered their problems up for over a year before they came to the surface. DELL may be able to do the same. DELL may have no problems at all. CPQ could cover up because of their resellers (ie stuffing the channel). Dell cannot do that, so any problems are going to be immediately apparent in terms of lowered revenue growth. Of course, they can mitigate to some extent because they dont have to buy componenets for machines they are not making. SO at least some costs can be cut immediately, as and when growth declines. JoeC

To: Jim Patterson who wrote (42135)	5/15/1998 12:06:00 AM
From: jbn3	Read Replies (3) \| Respond to of 176387

Jim, Lucretia, et Ursus generus DELL reports on the 19th after closing. The consensus estimate is 0.42. You are all hoping/believing/wishing it will be lower than that. The bulls on this thread have published some guesses, too. Some of them do more work on it than the Wall Street analysts, and are correspondingly more accurate. Would you care to hazard some guesses: What will DELL's share price do (assuming no split announcement) if earnings come in at... $0.42 $0.46 $0.50 $0.54 I guess, what I really want to know, is what kind of earnings you consider 'bad' enough to start the price tanking. And conversely, what you think might be good enough to drive the stock higher. Curious DELLish, 3.

To: Jim Patterson who wrote (42135)	5/15/1998 7:25:00 AM
From: NickSE	Read Replies (1) \| Respond to of 176387

Mind you this ASP is for consumer models only! Factor in notebooks, servers, and workstations and the DELL's overall ASP goes up. <<I am focusing on the ASP decline in the industry. Every company has experienced it. Is DELL immune?>> A Dell spokesperson stated that the company maintains relatively high selling prices for its systems because that's what customers are buying. The average selling price of a consumer model from Dell is $2,200, said Bill Robbins, a Dell spokesman. "They want the latest technology," he said, adding that orders for cutting-edge technology spike whenever new processors come out. news.com Regards, Caisson