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

To: jbn3 who wrote (47048)	6/10/1998 1:28:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

JBN3, Hi!!! <<<<<<<<<<<DELL FACTORY TOUR....>>>>>>>>>>>> THANKS BACHMAN....YOU'D THE MAN!!!!!!!!! Best, Kemble

To: jbn3 who wrote (47048)	6/10/1998 2:13:00 PM
From: Gabriel008	Respond to of 176387

Dell Computer Cites Growth, Looks For Cost Savings MINNEAPOLIS (Reuters) - After several years of expansion and strong growth, direct computer marketer Dell Computer said it is looking for ways to cut costs and streamline its business. Vice president of finance Jim Schneider said that while the company did not have a specific savings goal, inefficiencies were bound to be present after broad expansion. "We're trying to pay more attention to places where we can be more efficient.... We believe those kinds of efforts should lead to cost improvements," Schneider told reporters after a presentation at a Piper Jaffray investors conference here. "When you are growing at 50 percent a year, it would be pretty hard to say you are on top of all of your cost structures," he added. Dell posted revenues of $12.3 billion for the year ended February 1, 1998. Two years earlier, for the year ended January 28, 1996, revenues were $5.3 billion. Dell is changing its manufacturing process so it can produce more computers in the same factory space. In addition, the Internet allows for lower-cost sales and customer service, and Dell said it hopes to get half its revenue from Internet sales by the year 2000. Dell said it could then pass cost savings along to customers. "That can continue to drive a very aggressive value offering in the marketplace and fuel our top-line growth," said Don Collis, vice president of investor relations. "That has really been the strategy we have followed since day one." Dell executives declined to comment on analysts' estimates for future earnings. In its fiscal first quarter, the Round Rock, Texas-based company earned $305 million, up 54 percent from a year earlier, on a sales gain of 52 percent. As a direct marketer, Dell makes its computers to order and moves its inventories quickly. As component prices fall, Dell can trim product prices accordingly because it has essentially no inventory on hand. "We think, if anything, the advantages Dell has had over our competitors are sustainable, and we think we may be in a position to deepen that position over some of our competitors," Schneider said in his presentation. Schneider said the company would continue to focus on the high-end computer market for its corporate clients. But he said individuals can buy a stripped-down computer for about $1,000. "We don't see that corporate buyers really want that technology at this point," he added. While the company has significant cash flow, it is not looking for an acquisition at this point, Schneider said. In the past it has repurchased shares and currently has options contracts to buy about 40 million shares at around $40 a share.

To: jbn3 who wrote (47048)	6/10/1998 2:25:00 PM
From: Patrick E.McDaniel	Respond to of 176387

3, Where for art thou Metric 12? :o)

To: jbn3 who wrote (47048)	6/10/1998 4:55:00 PM
From: freeus	Respond to of 176387

Tour is on! Hurray for Dell. Hurray for jbn3 Hurray for all of us going! Thank you Freeus

To: jbn3 who wrote (47048)	6/10/1998 6:03:00 PM
From: D. Swiss	Respond to of 176387

3 Old boy, great job!!!!!!!!! We are in baby. Thanks alot :o) Drew

To: jbn3 who wrote (47048)	6/10/1998 7:03:00 PM
From: Tweaker	Respond to of 176387

Great news. I will not be able to be there, but I am happy for those who will be able to attend. Nice work 3! What a great company. They always come through! Phil

To: jbn3 who wrote (47048)	6/17/1998 1:28:00 AM
From: jbn3	Respond to of 176387

re FACTORY TOUR and get together NOTE: the factory tour has been rescheduled for 10:00 a.m. on Thursday 16 July. Here is tentative activity schedule: Thursday: 0700 - 0930 Breakfast and social time 1000 - 1130 Briefing and Tour of Metric 12 1230 - 1400 Lunch 1400 - 1800 visit DELL Factory Outlet / excursion to look at DELL HQ / personal time 1900 - 2200 Supper/Dinner and social time 2200 - ???? Your choice Friday: 0700 - 0830 Breakfast 0900 - 1030 DELL Annual Meeting (Austin Convention Center) 1030 - 1200 Social and Discussion 1200 - 1730 Your choice 1730 - 2000 Dining at Esthers 2000 - 2200 Show at Esther's Follies 2200 - ???? Your choice: 6th Street NOTE: (for those who will not be able to join us until Thursday morning at 10 for the tour) Directions to the factory: HWY 183 intersects I-35 about 2 miles north of the airport. From I-35, proceed west (actually NW) on HWY 183 for about 1 1/2 - 2 miles towards Lampasas. Take Payton Gin Exit, and continue west on access road (Research Boulevard) until intersection with Metric Boulevard. Turn right, go about 2 blocks, and you will see DELL METRIC 12 Facility. The factory tour is limited to 35 participants. All other activities are open to everyone, parents, friends, and family members. Unless there is a concerted demand for me do do so, at this time I do not plan to reserve a restaurant for Thursday evening, but rather to provide you with a short list of a few nice restaurants and how to get there. I think it will be easier to find smaller groups with similar palates. I DO need to know participation for Esther's Follies on Friday night. That one is critical! Regards to all DELLheads, bachman (3)