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

To: chuckie who wrote (54268)	7/27/1998 5:09:00 AM
From: Ruduee	Respond to of 176387

hello, chuckie, DELL has been #2 in US for a while, and just took #2 world wide. more analysis for the numbers in the following link: msnbc.com IMO, the sequential 20% quarterly growth in US for DELL is the most stunning as second quarter is DELL's slowest quarter. ( in a slow market) DELL will pass cpq in US after second half of 1998 and world wide by 2000. Regards, Ruduee

To: chuckie who wrote (54268)	7/27/1998 5:50:00 AM
From: Frank Ellis Morris	Read Replies (2) \| Respond to of 176387

Chuckie: Nice page!!! When was the Data Quest study released. That did sound like great news for Dell Best Regards Frank

To: chuckie who wrote (54268)	7/27/1998 8:01:00 AM
From: Mohan Marette	Respond to of 176387

Yes stunning it is and an understatement. Also news from 'wired'. 'morning Chuckie. Agree with your comments on the IDC/Dataquest study,couldn't have asked for more from DELL. As for your comments about DELL's seemingly 'high' P/E ratio {+70)I just like to say I for one would like to look at the the future of DELL rather than the past and the past ain't bad either.<gg> If one looks at the Forward P/E of DELL for fiscal '99 and '00 it is in the 50s and 40s range respectively and that is pretty cheap for a company that is growing 4 to 5 times the market. Now here is a bit of news I picked up from Wired. Excerpts only =============================================================== Dell Shines in Dull Market Reuters 4:00am 27.Jul.98.PDT Compaq's shipments declined 21 percent in the second quarter versus the first quarter, while Dell's shipments grew 21 percent from the March quarter to the June quarter of 1998, IDC estimated. Without the addition of Digital Equipment PCs to Compaq's numbers, Dell would have actually pulled ahead in the race. Compaq acquired Digital in June and the surveys counted the entire second quarter of Digital shipments as Compaq machines. Dell's direct, build-to-order manufacturing system enables the company to turn around inventory within roughly a week, while wringing out distribution costs and keeping its pricing competitive. By contrast, Compaq, Hewlett and IBM succeeded in cutting in half PC inventory build-ups of up to eight to 10 weeks at the start of the second quarter only by slashing product prices and limiting the amount of shipments to distributors. "Dell's well-managed supply chain has effectively forced the indirect players to come to terms with some pretty substantial inefficiencies," Dataquest analyst Scott Miller said. wired.com

To: chuckie who wrote (54268)	7/27/1998 10:55:00 AM
From: stock bull	Read Replies (2) \| Respond to of 176387

Chuckie, agree that the Dataquest report, and the IDC report are very favorable for Dell. However, it appears that even this good news isn't sufficient enough to allow Dell to perform against the market. Asia is sure doing a number on the world's markets once again. Well, lets see how things develop today. Stock Bull

To: chuckie who wrote (54268)	7/27/1998 1:07:00 PM
From: jbn3	Read Replies (2) \| Respond to of 176387

DELL Career Fair Chuckie, Saturday morning I attended the DELL Career Fair at the Palmer Auditorium in Austin. They reputedly had expected 3,000 attendees, but had well over 5,000. SERIOUS HIRING phase! Anyhow, I picked up two 'gimmes'. 1. A DELL ball-point, with DELL logo, "IT'S GONNA BE A GREAT RIDE", and "www.dell.com" 2. A 'post-it' package, with DELL logo lightly imposed. Running around the sides of the block, we have a rollercoaster with the slogan, "It's gonna be the ride of your life". Evidently, someone at DELL thinks prospects are good. <vbg> DELLish, 3.