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

To: Dell-icious who wrote (47722)	6/15/1998 7:01:00 PM
From: Ian Davidson	Respond to of 176387

TO ALL Michael DELL is a guest on CNN's Moneyline coming up NOW. Ian

To: Dell-icious who wrote (47722)	6/15/1998 7:41:00 PM
From: BUYandHOLD	Respond to of 176387

Dell Very important observation. The PC will continue to be the core biz/home IT device, supplemented by other "thin" devices (Non-PCs,NCs, PDAs, web enabled telephones, etc) none of them are likely to have hard drives. As the PC-centric to Web-centric transformation unravels, nimble PC makers will enter the market if profitable. Those which don't will join the ever increasing pile of "has been" PC makers. There is nothing wrong with the the possible explosion of non-PCs (if indeed it happens-which begs a lot of discussion), what matters is how the current PC makers will respond to the paradigm change. Good investing. B&H

To: Dell-icious who wrote (47722)	6/15/1998 7:58:00 PM
From: jbn3	Respond to of 176387

DELL-icious, I believe that the report states that the PC will lose its preeminence as a tool to access the web, not that they will disappear. IMO, a PC or similar device will still be necessary in the business world. Whether it will in any way physically resemble the ones of today is anyone's guess. Thanks for an interesting article. DELLish, 3.

To: Dell-icious who wrote (47722)	6/15/1998 8:25:00 PM
From: CRICKET	Read Replies (1) \| Respond to of 176387

I'm no business/econ whiz, but that induces me to lose a lot of respect for IDC ( Idiot Discernments Calculated?) What a dumb a** remark. Wonder what Mikey thinks of this kind of cerebral mentation, or lack thereof?????? Cricket

To: Dell-icious who wrote (47722)	6/15/1998 8:33:00 PM
From: Dell-icious	Read Replies (1) \| Respond to of 176387

Dell bets on business: cnnfn.com Company expects workstations, servers to generate substantial growth NEW YORK (CNNfn) - Dell Computer Corp. has a simple long-term growth plan: Go where the money is. The Round Rock, Texas-based computer company became famous for selling personal computers to consumers and businesses. While it's not abandoning those markets, Dell plans to put an increasing amount of resources into developing the more lucrative workstation and server markets. "These are very lucrative businesses with much higher margins than desktops and notebooks. We think we can continue to grow much faster than the industry [average] by expanding in those sectors," Dell said. Appearing Monday on "Moneyline With Lou Dobbs," Dell said his company has increased its workstation and server business by more than 150 percent a year for the past seven years. Dell's decision to concentrate more on workstations and servers isn't that surprising given an 8 percent decrease in the average sale price of a new PC. While the company's growth is slowing, it's still continuing at a torrid pace -- an average of 119 percent a year over the last five years. Dell said he would like to continue to increase revenue by 50 percent a year. Dell's stock has suffered a bit of late, off 18 percent from its 52-week high of 98-1/2. Dell (DELL) shares fell 2-5/8 to 80-1/4, Monday, reflecting the broader market decline. However, he company's stock has also been on a tear over the past five years, growing an incredible 6,407 percent. (Click here for a 52-week stock chart) The company also beat analysts' earnings expectations for 11 straight quarters. Dell said the recently-closed merger between Compaq Computer Corp. and Digital Equipment Corp. will give his company even more expansion opportunities. (300K WAV) or (300K AIFF) Dell believes that such combinations can often create a dilemma for customers who may not prefer to buy all their equipment and services from one company. "The problem is if Compaq goes into consulting and becomes a competitor of EDS, they will be less inclined to recommend their customers buy Compaq products," he said.