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

To: JRI who wrote (60352)	8/23/1998 6:36:00 PM
From: jhg_in_kc	Respond to of 176387

In the price war, all other things being equal(which they are not, but assuming they are),he who wins is the one who holds the least inventory. In that regard there is no company in a better position than dell. jhg

To: JRI who wrote (60352)	8/23/1998 7:11:00 PM
From: Mohan Marette	Respond to of 176387

I say catching up 'is haaaaaaard to do' - [Well said John] Well done John! I couldn't have said it better even if I tried. As for the comments from the Southwest Securities guy,I wouldn't worry about it too much I belive they have a 'hold' on Dell. They went with this 'hold' recommendation some 6 months ago if I recall correctly and we all now how effective [NOT][ or uncanny or insightful ] this brilliant move was,right?<g> And lastly about emulating DELL and their business model, I believe just because someone thinks by adopting some sort of JIT/BTO model that they can beat Dell in the game is fooling themselves. For one thing, like Mr.Dell said, Dell has been at it a while and they have a huge advantage over the competition as Dell's model is much more advanced,evolved and sophisticated for anybody to emulate easily,also mr.D said while the competition is trying copy their system Dell is already a step or two ahead fine tuning the already 'almost perfect' system so like the song says CATCHING 'UP IS HARD TO DO'-Was it Neil Sedaka???? So there I said my piece.<VBG>

To: JRI who wrote (60352)	8/23/1998 7:29:00 PM
From: jbn3	Respond to of 176387

<<Cody Acree of Southwest Securities in Dallas and Poyner said that analysts will be looking for a drop in Dell's shipments or in its gross profit margin, which Dell has maintained in a narrow range of 21.5 percent to 22.5 percent for nine quarters.>> John Perhaps the appropriate phrasing would have been "watching to see if DELL can maintain margins and increase shipments". If that is what they were watching for, they should have received their money's worth, since both increased. An item from the earnings announcement that seems to be underplayed to me is that DELL has been *hiring more than 200 people a week* for the entire quarter!** We have seen layoffs at CPQ/DEC, AMAT, and other companies, yet DELL seems to be in a hiring frenzy. Are they crazy or what? <VvVVvbg> (Personally, I like the "or what".) DELLish, 3.

To: JRI who wrote (60352)	8/23/1998 11:30:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

John, Hi!! Having fun reading your posts concerning the continuing skeptics...what curiously continues to interest me is the constant denials and forthright comments we repeatedly make defending this company....surely anyone of us has loved protecting the integrity of Dell.....suitors have come from all walks of life....analysts; Barron's; investment firms and idiots....take your pick....some attempt to make these projections professionally while others chose boldness and arrogance...whether or not we find these "experts" perched on a tower or politely asking questions....we'll probably never stop them from doubting the stunning progress of Dell......I'm sure the #1 question asked of any Dellhead is: "Can this run be sustained?"...now, no one is taking a poll here ...but, surely we shouldn't have to think too hard about this question....Dell is unquestionably doing something no other business has done before...they are destroying their competition and no matter how the others try to cope with this I truly believe him when he tells us "THE MARKET IS MOVING FROM INDIRECT TO DIRECT" .....with the others attempting to emulate or copy....Michael has called it "amusing"....a word I find rather interesting for a guy who plays it so low keyed and at times appears to be keeping his cards close to his chest....sure he will comment when asked...good thing he does <<gg>>....so proudly he tells us of the success.......I attempt to imagine his interpretation of amusing as a time period when all the others are attempting to emulate or copy Dell and he views the company steaming full speed ahead .... further increasing his position as the dominant player in the field... .The Fortune issue of May 11th lays in a few places around my home....many many many friends have given me their copies....upon arriving at the shareholders I gave my copy which Fortune sent me to Dell Relations and asked them if Michael would sign it for me at his convenience...upon returning last week from Olympia I found a huge stack of mail...in it was the returned copy....if you will remember the Cover was: THE LAST HOT COMPUTER STOCK.....IS MICHAEL DELL UNSTOPPABLE?............ Michael signed the cover: "KEMBLE, THANKS FOR YOUR CONFIDENCE!" :o)