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

To: Eddie Kim who wrote (66213)	9/19/1998 3:05:00 PM
From: Jorge	Read Replies (2) \| Respond to of 176387

Eddie....I am wanting to buy DELL cheaper, and think it may be possible given current world situations. 1) We won't get a tax cut on the 29th...as an economist said this morning, our interest rates are already at historically lows for the long bond..the lowest since we've been keeping track....No lowering likely. 2) Greenspan said our economy is doing fine, except for some corrosion in certain manufacturing sectors...The labor market, however, one of the chief predecessors to inflation, remains tight..this will be a factor...even though housing starts were somewhat lower as reported recently they still are tremendously above the level considered to reflect solid growth, further evidence of growth. 3) Japan's banking reform is still too questionable to be believed..In fact there are many economists who think the REAL solution for Japan is to let the sick banks fail, not continue to try to bail them out...verdict on this move too soon to know. 4) Russia's printing of money, and a whole plethora of other Asian, Latin American, now European slowdown is in speculation, all provide a backdrop for questionable direction for world economies....These concerns WILL affect not only possible outcomes for our economy, but investor psychology until there is more evidence of world recovery from this "flu" that has spread all over the world. But, I've been wrong before, maybe these are all non-factors to diddley. Regards, George (P.S. Notice I didn't mention Clinton..He's a non-factor, already discounted.)

To: Eddie Kim who wrote (66213)	9/19/1998 3:47:00 PM
From: VICTORIA GATE, MD	Respond to of 176387

Eddie Kim Dell is on the high end of that spectrum, growing somewhere between four and six times the market average. PC forecast: The big get bigger By Corey Grice Staff Writer, CNET News.com September 18, 1998, 5:35 p.m. PT Current trends in the PC market point to a seemingly inevitable conclusion: The big will get only bigger. With PC prices down and industry growth relatively flat, manufacturers are increasingly relying on server sales to increase market share and maintain profits. And the main beneficiaries will be the Big Four of PC manufacturers--Compaq Computer, IBM, Dell Computer, and Hewlett-Packard. average looks like it's doing poorly because the only vendors that are doing well are the four big guys," said Mark Specker, an analyst with SoundView Financial Group. "They're destroying their competition." Specker said that, of the big four, IBM is growing at about 1-1/2 times the market average. Dell is on the high end of that spectrum, growing somewhere between four and six times the market average. "The biggest difference is that [the top four] are growing way, way, way faster than the average of the market," Specker said. "No one else is really growing. Packard Bell NEC is really giving it up. Acer, losing. AST, losing. Most of the European vendors are losing. Siemens may be an exception." Because the top companies are so entrenched in the server business, NationsBanc Montgomery Securities analyst Kurt King said he doubts that "any other PC vendor will ever get more than a 5 percent market share in servers." That bodes well for Compaq, which counts on servers for about 50 percent of its sales, and Dell, the hard-charging rival that is quickly moving into the higher-performance market. Servers and high-end workstations historically have higher profit margins than consumer desktop models and the public's demand for low-cost, sub-$1,000 units only makes servers more important. Most analysts are forecasting flat to modest revenues this year for the industry with unit growth being wiped out by falling average selling prices. King, speaking at the annual NationsBanc Montgomery Securities investment conference in San Francisco, also said corporate management and expanding worldwide market share will play a vital role in determining the haves and have-nots in the computing space. Compaq and Dell, for instance, have consistently grown faster than the industry average and therefore been spared some of the recent market gyrations. Analysts say their success appears to be mostly attributable to strong management. "In explaining the performance of these stocks, a statistical analysis shows that company-specific factors matter far more than industry-specific factors," King said