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

To: Meathead who wrote (44234)	5/21/1998 11:30:00 PM
From: Mr. Aloha	Read Replies (3) \| Respond to of 176387

Dell's report talks about the PAST, no one cares about the PAST anymore. What people want to know is.. will the growth continue? The stock action in the last few days shows short-term concern. Forget the whisper number, that was B.S., people are looking at the growth rate compared to the historical norm for this Q and what affect the industry will have on DELL's next 1999 report (which I personally think is totally stupid to list as 1999 when the %&@U@ #'s are still 1998. Businesses aren't going to buy the very latest computer, they are going to buy something in the 266Mhz range and save a bundle. The 400Mhz is a freak machine for those individuals or high-tech firms willing to throw money away for bragging rights or the latest toy. I'm talking about the majority here. Aloha

To: Meathead who wrote (44234)	5/21/1998 11:39:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Ecellent points Meathead! How many threadsters remember this exact same argument I had with steve/hpeace last October about his belief thatno-one needed a 300Mhz machine and everyone was buying 166Mhz machines cause that's all anyone needed... ad nauseum. Ah, memories! Just to make sure I understand who you are talking about, are you alluding to the man who, by his own humble admission, not only invented the entire desk-top computer industry, designed the most advanced manufacturing and distribution systems for Compaq (patently superior to Dell's by his own admission), and indeed invented the entire concept of JIT manufacturing (and who, on his day off, invented fire and the wheel)? Is this the same individual who receives stock guidance from God himself? The same person who characterized Jim Kelley as a dentist, and claimed he could buy and sell anyone he disagreed with many times over? Inquiring minds want to know <VBG>! TTFN, CTC

To: Meathead who wrote (44234)	5/22/1998 12:05:00 AM
From: Mr. Aloha	Read Replies (5) \| Respond to of 176387

The stock is selling off NOT because of the lame whisper #'s.... but because of... May 21, 1998: 8:40 p.m. ET Dow gets rate jitters - May 21,1998 CNNfn's tech indexes CNNfn's tech stocks NEW YORK (CNNfn) - Chip stocks dropped Thursday amid persistant concerns that pricing pressures will take a big bite out of industry revenues. Shares of Intel (INTC) led the way, falling 2-7/8 to close at 74-1/8. Deutsche Morgan Grenfell warned the chip giant faces slow sales growth in Europe and competition here in the U.S., which could result in an earnings shortfall for the current quarter. Rival Advanced Micro Devices (AMD) slipped 7/16 to 20-3/16. Continuing concerns about pricing pressures in the PC business knocked 4-11/16 of Dell Computer's (DELL) stock. It closed at 87-1/16. Compaq Computer (CPQ) lost a bit more than 1 to close at 28-1/2, and Hewlett-Packard (HWP) fell 1 to 64-7/8. PaineWebber cut its earnings estimates on Gateway (GTW). It's shares shed 1/2 to finish at 46-1/2. ------------ When I say the "majority" of buyers are not purchasing 400Mhz machines, that's a fact. They are buying in the 266Mhz range. In about 3 months they will buy in the 400Mhz range. The point you folks need to focus on is what DELL will do this Quarter based on what the industry is doing. If DELL holds this price even though INTC and most of the other tech stocks slide a little, WHAT will happen if the momentum is taking away from DELL with a not so stellar earnings report? How many people will buy a 400Mhz DELL for $2400(?) when they can get a 266Mhz for $1500(?) How many units will ship? What are the margins? What percentage feels the need to pay $900 more today for what will be $1500 in six months? People are learning that it just doesn't make sense to throw money away for a 6 month advantage. How many companies need a machine faster than 266Mhz right now for $900 more? It's the world's fasted spreadsheet/word processor. :-) Aloha