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To: Les Paul who wrote (60655)7/17/1998 2:46:00 PM
From: Joey Smith  Respond to of 186894
 
Les,
Dell has strategic (hard to copy) operating model of selling direct (no resellers), which results in fewer inventories in the channel (very efficient), more customization for customers, getting latest technologies to customers faster, etc. It's worked well so far and should continue at least in the near future...thus, the high PE.

joey



To: Les Paul who wrote (60655)7/17/1998 4:16:00 PM
From: Paul Engel  Respond to of 186894
 
Les - Re: "CNBC stated again yesterday that CPQ is the dominant PC
maker. Is this incorrect?"

That is correct.

However, Dell is growing earnings at about 63% year-to-year and revenue 52% - as per their last quarterly report.

This is 3 or 4 times the industry average.

Picture Compaq's last two quarterly reports - Almost ZERO earnings.

I'm not knocking Compaq, but pointing out the facts.

Paul


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