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

To: Jim Patterson who wrote (43856)	5/20/1998 12:40:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Jim P., ..Re:<< I thought I would give my rundown of the quarter.>> First, congratulations for winning the earnings guess. Next, I realize that there is probably nothing anybody here could say to alter your mindset regarding Dell; however, I feel compelled to point out a few discrepancies in your 'nit-picking'. Is the Asian Pacific a developing problem? Growth slowed to 35% from 79% last quarter, and Japan was weaker. - What did HWP, CPQ and others report about sales growth from this region? ARP/ASP was down from last quarter and year over year - Mr. Dell said this was attributed to the lower component costs. Resistance from the sub $1,000 market is surely a contributing factor. - Dell doesn't participate in that market for the 100th time. Dell Sense that falling prices from the big 3 are a reflection of inventory liquidation is incorrect, though it is a contributing factor. - Wow, I think if Dell misinterpreted something that important that they would not be executing as they are. You obviously underestimate the company's performance and business plan. I am impressed that the company did not hint of anything troubling on the horizon. I guess it is not a tulip bulb yet. - Perhaps they didn't caution about business going forward because they obviously see opportunities. DELL beat numbers by a mer 5% this quarter, the lowest in 6 quarters. - I think someone else already pointed out that the comparison is between yr/yr quarters, not sequential since the business is subject to cyclic buying. I expect that many of the more knowledgeable Dellheads will correct anything I might have misstated but hopefully, you can get the message. Regards, Lee

To: Jim Patterson who wrote (43856)	5/20/1998 4:09:00 PM
From: Fli-by	Respond to of 176387

Jim, I could not have said it better. You said it ALL.. Fli-by

To: Jim Patterson who wrote (43856)	5/21/1998 12:26:00 AM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

JP, Good Job HERE on the DELL analysis, but just one question, now. As I recall, the 'other' manufacturers reported 'not so good' to 'crappy' quarters, while DELL performed 'as expected', actually beating the estimate by 2 cents. It is true that the others had/have channels to 'dump' and I think that that will be done sometime this next Q. Once that happens, and all of the 'cheap' machines are accounted for, doesn't the 'playing field' become level again? At that time won't CPQ, HWP and IBM have to start 'making' money? Won't the sale of sub $1K units raise # sold number, but since the ASP is lower, the profit lower? As for the 10G drive, I remember when 30Meg was 'all anyone could ever use!' The technology is continuously changing, and DELL (imho) will change to meet the challenge. Regards, Ken