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

To: Mohan Marette who wrote (52099)	7/18/1998 10:00:00 AM
From: godellgo!!!	Respond to of 176387

I agree,,,,,everone on the entire planet should buy DELL shares. I plan to sell all my other LOSING stocks and concentrate on DELL. Diversification, shmiversification... yeah right up there with TA.

To: Mohan Marette who wrote (52099)	7/18/1998 10:41:00 AM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

Dell Goes Bionic With $6 Million Site Date: 7/20/98 Author: Nick Turner Asuccess story in the spotty world of electronic commerce, Dell Computer Corp. reported Friday that sales over its Web site have hit $6 million a day. That's up 500% from the $1 million a day Dell reached 16 months ago. The Round Rock, Texas-based maker of personal computers first launched its Web store in July '96. Other PC manufacturers are promoting Web sales, but none have achieved the same results in part because Dell uses a direct selling model, observers say. ''Everyone is going that way, but Dell is the standard for excellence,'' said Roger Kay, analyst at International Data Corp. in Framingham, Mass. In light of that, Dell's beefing up its Web site, hoping to use it to improve relations with small businesses. The company plans to begin offering small-business customers personalized sales and educational programs via the Net on Monday. ''It's . . . as close to a face-to- face briefing as you can get without putting people on airplanes,'' said John Hamlin, director of Dell's small-business division. ''(We want to give) small-business customers all of the advantages that our large corporate customers get.'' Hamlin won't say what portion of Web sales now come from small-business customers. Overall, though, Dell's small-business revenue grew 65% last year to $1 billion. Dell is in contact with about 15,000 small-business customers each week, Hamlin says. Those customers that buy $50,000 worth of merchandise or more will have access to a new Web feature called ''Virtual Account Executive.'' The online program will provide demonstrations of the latest products. There will be video clips of executives and a factory tour. Since Dell sells personal computers directly to customers, its model makes the Web store more efficient, says International Data's Kay. Dell doesn't have to collaborate with distributors and dealers. But Dell's Internet efforts raise at least one question: What qualifies as an Internet sale? Often customers will browse for products on the Web but actually make the purchase while on the phone with a representative. Dell counts these interactions as Web sales, notes Kay. In any event, a Dell customer who had an early look at the new Web features says they add to the experience. ''It's a lot more interesting for me to do that than to read some marketing brochure that comes in the mail,'' said Thom Dyson, director of information services at Sybex Inc., a bookseller in Alameda, Calif. ''People prefer motion and sound over printed things.'' -------------------------------------------------------------------------------- (C) Copyright 1998 Investors Business Daily, Inc. Metadata: DELL I/3572 E/IBD E/SN1 E/TECH

To: Mohan Marette who wrote (52099)	7/18/1998 2:00:00 PM
From: LPW	Read Replies (1) \| Respond to of 176387

Hi Mohan! Wow, you are right - I think I had done an average of the previous three ROIC's a few months back, although in redoing this I see the average is 183% and not 186% as I represented. But adding in the 229% and dropping the 154% via your numbers below, it becomes 208% ROIC. No matter how you cut it, these numbers rock - I don't know of any company that even comes close to matching this type of ROIC....as your clip points out, their last q's ROIC is 4x that of their nearest competitor. I have seen that the best performing stocks have the best ROE's and ROIC's - as it should be because it means their business model is rewarding the shareholders the most. Therefore, it always makes sense to me to allocate your funds to the people who can make the best use of it - and in this case, no company I am aware of can make better use of your equity than Dell! Thanks for the update on ROIC - 229% ROIC is truly mind-boggling and will continue to be incredibly rewarding for us longs. LPW