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

To: Sig who wrote (47690)	6/15/1998 4:25:00 PM
From: freeus	Respond to of 176387

would it not be a blast to see Dell's increase because of lower priced components? Right on. There is always a second side to lowered prices besides everyone just losing money. Freeus

To: Sig who wrote (47690)	6/15/1998 5:30:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Sig, Hi!! <<< And would it not be a blast to see Dell's margins increase as they did last quarter, because of the major decrease in cost of Asian-sourced components(gggg).>>> " Our Business last year was exceptionally strong around the world. Net revenue in the Americas regions was up 62 percent, more than three times overall industry growth. Revenue from Europe, the Middle East and Africa increased 48 percent, four times the industry rate. In Asia-Pacific and Japan, where many computer manufacturers suffered because of a pronounced economic crisis, Dell's revenue rose 77 percent. Any Negative effect on Dell from conditions in Asia was more than offset by associated cost reductions from components purchased from suppliers in the region. We think that the economic situation in Asia actually contributed to our substantial growth there by highlighting even more sharply for our customers the greater value offered by Dell's direct model." page 4 of the Annual Report I was just wondering why some still don't get it.... This subject has been beaten to death by Jim, Meathead, LOD, JBN3, Patrick, Gabriel among others for some time now...what amazes me are the skeptics that keep climbing back aboard this thread spreading lies about the situation...the same situation they predicted would cause Dell to collapse almost 90 points ago....Dell will recover from this correction and go on to new highs quite shortly...I just hope the wise investor is still keeping in mind the long term potential of this stock....todays news about the Notebooks....how exciting to hear those comparisons vs. the industry....but, It doesn't surprise anyone following this thread...for it was last winter in an independent survey DELL was predicted to be their #1 choice during the next twelve months. And, then there are the skeptics on the low cost PC...how sick and tired are we of hearing about the end of Dell's growth due to this? Well, we have a choice of who we believe... a. we can chose the members on this thread that have repeatedly fed information to us that has proven to come true... b. we can chose to listen to the naysayers who reappear only when the stock hits a bump in the road...never mind they reappear with the same philosophy after a split or two... c. And, then we can believe the quotes that come from Dell....not a bad source unless you consider their "underestimations" the past two plus years to be a bad source... Take for instance this continually beaten down topic: Cheap PC's....... Source: Tom Meredith "It's my belief that the replacement cycle of a new sub-$1000 customer is ----- at worst ----- 18 months, says Dell's chief financial officer. It's one of the richest opportunities ever handed to us." Forbes Magazine 12/1/97 Glad to have you back Sig....thanks for the prediction....I think it is a given! Best, kemble