Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kemble s. matter who wrote (58191)	8/14/1998 9:40:00 AM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

Kemble, TLAB is down $10, did we buy more Dell? Pat

To: kemble s. matter who wrote (58191)	8/15/1998 6:30:00 PM
From: Jeff Mills	Read Replies (2) \| Respond to of 176387

Kemble--I have figured out a good way for Michael to increase exposure in Europe. There is an English Premier league soccer team (in the best division in England, one of 20 teams) named Southampton that plays its games in a stadium called "The DELL". I kid you not! Hewlett Packard sponsors a team named Tottenham Hot Spurs--so I think DELL should sponsor Southampton. It looks like Pony and Sanderson (who is this?) sponsor them now: soton.ac.uk Makes sense to me! Jeff PS--NO WAY DELL disappoints on Tuesday. I have bought 2 PCs from them myself this Qtr. LOL!

To: kemble s. matter who wrote (58191)	8/17/1998 7:27:00 AM
From: Bandit19	Read Replies (2) \| Respond to of 176387

Kemble, From CNBC per Megan Graham Hacket (S&P Group Analyst): HWP: -her est $.55 -street est $.56 -weak Asia/Pac weak PC sales -Europe growing DELL: -her est $.44 -street est $.46 -not hit as much as HWP in Asia -only 6% of sales come from Asia -50% revenue growth -74% w/w sales increase -different business model (BTO/JIT) -servers and notebook margin rich -just starting to enter this market -just opposite of HWP (have been in server/notebooks for long time) Best, Steve