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: jhg_in_kc who wrote (66461)	9/21/1998 2:11:00 PM
From: kemble s. matter	Respond to of 176387

Jim, Hi!!! Thanks for the opportunity.... One of the visions I continue to have is of a possible way someone or something could derail Dell.....Now, I surely don't have the expertize of many of this thread...nor will I ever claim to....I will always remain the consumer who saw something in Michael Dell and found a management team with a product that is a dream....I will never profess to know it all...I can only judge from my trust in this company..Yet, I never have been let down by them....unless you wish to argue of their continual underestimating of their progress :o)...When weighing something or something impacting Dell's growth......I always find myself strongly attaching Michael's word to his products...With this being the IT age...more and more customers are discovering what so many on this thread have known for sometime.....IMO the world is rapidly discovering Dell's cultural change..And indication of this may lie in Michael's quote regarding his view of the future......He has told us that increasingly Direct is winning out over Indirect ....50% of their business will be over the internet by the end of 2000...This "ultimate extension of their business model" continues to impress me as a further indication that Dell's word is winning and WWW.DELL.COM/ is not just a site to buy a computer...it is a cultural acceptance of quality...IMO as long as Dell keeps this quality and service far above the rest of the industry...Dell is unstoppable! Best, kemble

To: jhg_in_kc who wrote (66461)	9/21/1998 3:03:00 PM
From: Tumbleweed	Read Replies (1) \| Respond to of 176387

RE New argument against Dell ..but at some point the business becomes a "replacement" market business and the stocks will be priced accordingly...ie 1-2 times revenues and under 10x earnings... I think this is an old argument. Probably most people here would agree, but the key point is when some point is. I would say its when games companies stop making games that require more and more processing power and enhanced graphics compared to previous versions. I would say its when when application software companies stop making software that eats more and more CPU and disc space. I would say its when databases can no longer store more and more detailed data because there is no more to store. I would say its when databases stop storing more and more complex data and require increased processing power to manipulate it. I would say its when when people stop inventing new technologies that replace old ones such as DVD and full screen video and and and. I would say its when speech recognition, AI, intelligent agents are commonplace and can't be improved any more. Let me know when you think this point will be. I speculate it will not be for a few years yet. JoeC