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: Sig who wrote (63790)	9/5/1998 2:06:00 AM
From: freeus	Respond to of 176387

Sig I loved your post. Happy Labor Day weekend. My best friend's mom just died, going to spend some of the weekend with her. Bon soir Freeus

To: Sig who wrote (63790)	9/5/1998 7:15:00 AM
From: D. Swiss	Read Replies (3) \| Respond to of 176387

Sig baby, great post! We should have a great day on Tuesday, considering the strength of the finish Friday and the splitsky on Tuesday. Have a great Labor day weekend everybody! :o) Drew

To: Sig who wrote (63790)	9/5/1998 10:59:00 AM
From: The Phoenix	Respond to of 176387

Sig, thanks for the additional comments. They have a low percentage of market in several areas and countries Agreed. In fact I found this fact surprising. 2. Many new areas yet they can enter when and if they can build facilities fast enough to meet existing demand and stop running 3 shifts to keep up with orders.hehehe.(I assume they built those new plants in Ireland, China, Austin and Round Rock to help with that) Yes, new markets mean new ways of doing business. It'll be interesting to see how DELL adapts to each environment and how competitors deal with them. I know that in other industries you can have a vendor that sells nothing here in the US vitually own a selected market as NET does in Latin America, and Alcatel does in France, and the Japanese companies do in Japan. It will be a challenge but clearly there are growth opportunities. 3. Emphasis on expanding their web presense will increase the efficiency of Dell employees and help improve the margins. What do you mean "expand their web presence"? 4. It is known that Dell has great originality in entering new fields( Web sales), now has entered the server market, doubled the production of notebooks. We don't know what is next but there is much to be done and Dell will be there with a product. Yeah, I'm watching this one. I think the notebooks are a great play. Server sales will be a challenge for DELL but one to watch. If they can get the customers the currently sell desktops too - that alone will fuel incremental growth. 5. Dell's focus on efficiency and a low cost solution becomes more significant as world conditions deteriorate(as they are at lest temporarily) THis point has been raised before. I'm not sure DELL has a cost advantage. Does anyone have the data on this? The components being assembled by DELL and other computer makers are commodity items. Furthermore there are a number of low cost parts makets out there that DELL does not do business with, so I'm not sure this is really an advantage. The fact that they low cost OPERATIONS I think IS unique...although once again I'm not sure how long they can maintain that "uniqueness". 6. Only 13 months remain until yr2k compliant systems must be up and running (Jan2000 minus 3 months), which will now increase the demand for compliant computers. Too much is made of this issue. Of course we all have opinions on this and no one will know the real impact of Y2K or what it's affect on business purchases will be until we get through it. IMO Y2K is blown out of proportion. Most businesses have already dealt with the problem and are already on normal spending/upgrading cycles. Sig, again thanks for the rational comments. I think you've raised some interesting points about growth potential in new overseas markets and in new product groups. I'm off to do more DD on those. See ya. OG