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

To: SecularBull who wrote (52314)	7/19/1998 1:22:00 PM
From: PAL	Respond to of 176387

LoD: I understand your frustration. I was not there but I have been to several shareholder meetings whereby Q&A questions are wasted to unrelated subjects. That maybe unimportant to us. Good that you could let off steam on this thread instead in that meeting... Unfortunately Bachman did not have a chance to ask questions. I am sure that he could get significant info from MCD. One thing to remember is that Dell is a team work organiztion. Yes, it is not just MCD alone. But the fact that he hires winners makes him a winner . Contrast that to Chainsaw Al Dunlop. Don't forget that Dell is a good investor on its own right. Remember that a few months ago, Dell sold a lot of NOV 55 puts? They will undoubtably expire worthless. And what will Dell use the money for? Cash Flow my friend, and 60 to 70% is for share repurchase. I am a late comer to Dell, but I am catching up. A lot of Dell shares, many calls etc. Just a happy camper. This is a great country or what? (got to go, boss is calling, no time to correct typos, etc) Best wishes Paul

To: SecularBull who wrote (52314)	7/19/1998 1:32:00 PM
From: jbn3	Read Replies (4) \| Respond to of 176387

LONG, ABSOLUTELY! I know that you weren't trying to single out that person. But that person would feel singled out! I, too, was very frustrated. For example, when I heard the question about "How did you get into this business?", my immediate reaction was, "Buy a book! Go to the library!" I kept waiting for the 'knowledgeable investors' to ask questions, because I hadn't yet realized, that we are* the knowledgeable investors!* (I think that you'd agree that we know as much as most analysts.) By the time I did, the Q&A was almost over. Either that, or they saw me coming! <VBG> My point is that we, as some of the best-informed investors, should have been asking questions which would have answered not only our concerns, but those of less informed shareholders. Some examples, 1) Considering the standard of living and average annual income of the Chinese population, what is your revenue target from that market for 1999? 2) How soon do you anticipate that the Chinese facility will have paid for itself? 3) Why do you think that DELL will be able to compete effectively with ACER in that market? 4) How does DELL plan on getting component inventory to its Chinese facility? 5) What assurance do you have that the Chinese government will not simply 'nationalize' the factory after it is built? 6) What was involved in getting the permissions and go ahead from our government and theirs? 7) Do you have any plans for building a production facility in Russia? 8) The new server factory is supposed to come on line this fall. How do you anticipate that will affect your inventory turns numbers? 9) DELL was recently approved as a PC source for the Air Force. What is DELL's status with the other services? 10) When DELL uses options to source its share buy-back program, how is the accounting done? 11) What are the demographics that influenced DELL to plan a facility in South America? I could keep on going. The point is, I failed to ask these questions. Moreover, I failed to coordinate a plan for others of us to ask them. For next year, I do think that in the interest of all shareholders we should plan to ask such questions -- and that we should prepare it and provide it to DELL prior to the meeting. What do you think? Regards, bachman (3)