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

To: Gabriel008 who wrote (44362)	5/22/1998 12:01:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Gabriel you said it! I don't know about the others but that is all the proof I need. 10- Operating Income at 10.94% is increasing indicating a continual lowering of Operating Expenses as a percentage of sales. Mind you, we should see a continuation of decreasing Operating Expenses with the Internet sales on the increase.If I am not mistaken it is 35% or so in the Consumer Sector and the business sector is also seeing improved Net sales.Also keep in mind Dell has just improved their site to make it more user friendly and efficient and they now have some 3000 or so customized Net sites dedicated to the individual corporate customers. Net sales is on the rise in Europe considerably as well. By 2000 Dell is expecting to generate 50% of the sales via the Internet. I say we are into money,no doubt about it. So there I said my piece and now allow me to go back to sleep.<gg>

To: Gabriel008 who wrote (44362)	5/22/1998 1:09:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Gabriel, An excellent report amidst dismal profit reports from the competition. Meathead has pointed out that the ASP reductions was due to the end of life sales of the 66Mhz I/O bus based Pentium systems and that the transition to the 100MHZ I/O bus based systems is complete now. This may allow the ASP to return to the 2600 level.So there is room for a nickel's worth of surprise due to the latest Pentium-II based systems. Incidently, I looked into a number of computer retail stores yesterday. CPQ, HWP and Packard Bell were all low on inventory. IBM had the most inventory of Aptivas. There were units on display. I guess Win98, and the new Pentiums are next for retailers and they have to clear their old inventory to create shelf and inventory space. I mentioned that my EPS estimate was high due to the lower than I expected ASP. Otherwise, I would have nailed the EPS. Do you have any idea what the stock buyback is going to be? Regards, Jim Kelley