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

To: John Hauser who wrote (67561)	9/25/1998 3:42:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

It means...you are richhhher...thats a negative...buy dell and short cpq.. I will be your best friend if we can close above 66......kaboooooooom

To: John Hauser who wrote (67561)	9/25/1998 3:43:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

No 'crimping' here-Says Dell. John: Here is little something:- Sep 25 1998 2:32PM - Bloomberg News Dell Shares Rise on Report Asia Won't Crimp Growth (Update1) Dell Shares Rise on Report Asia Won't Crimp Growth (Update1) (Adds comments from Dell executives, analysts. Updates stock activity in 2nd paragraph.) Austin, Texas, Sept. 25 (Bloomberg) -- Dell Computer Corp. shares rose as much as 4.6 percent to a record after executives at the biggest direct-seller of personal computers said the economic crisis in Asia won't impede sales growth. Dell rose 2 5/16 to 65 5/8 in midafternoon trading of 26.7 million shares, making it the most active U.S. stock. Earlier, the shares touched a record 66 1/4. Chairman Michael Dell said he's confident the company can continue to increase growth, even in regions such as Asia and Latin America, where rivals have seen declines. Dell made the comments to about 150 analysts at the company's semiannual analysts meeting in Austin, Texas, near Dell's headquarters. ''These are markets that are under intense economic turmoil, but our markets continue to be pretty good there,'' he said. Dell's Asian sales grew 35 percent in the first half of the year, even though the overall PC market in Asia declined 9 percent, he said. ''They are still seeing strong growth,'' said analyst Dan Niles of BancBoston Robertson Stephens, who rates Dell ''market perform.'' Shielded Possible currency devaluation in parts of Asia and Latin America doesn't pose a significant threat to Dell's profitability, Vice Chairman Mort Topfer said. ''We have not changed our direction, our strategies,'' he said. ''We have continued to remain profitable.'' The company is shielded from the economic turmoil because it has a small piece of the market, only about 3 percent of the Asia/Pacific region, Topfer said. In addition, the company's model of selling computers directly to customers keeps its costs lower than its competitors and makes it less vulnerable to currency fluctuations. ''It's clearly hurting a lot of other companies, but we're not affected,'' he said in an interview. Michael Dell predicted that worldwide demand for personal computers will increase 17 percent a year for the next three years, and forecast that his company will continue to exceed that growth. From 1995 to 1997, the number of computers Dell sold rose by 54 percent, compared with 19 percent growth for the market overall. Dell probably will outpace the industry by a 2-to-1 margin until 2000, said Amir Ahari, an analyst with market researcher International Data Corp. Still, he called Dell's forecast of 17 percent industry growth ''a bit aggressive.'' Michael Kwatinetz, an analyst with Credit Suisse First Boston, forecast industry growth of 14.5 percent this year and 15 percent next year. In addition, Ahari said Dell could be hurt if concerns about the Year 2000 computer bug affect its markets. Topfer said the company expects to get more business, though, as customers replace older PCs to avoid concerns of whether the machines will recognize dates for 2000 and after. --

To: John Hauser who wrote (67561)	9/25/1998 3:49:00 PM
From: freeus	Respond to of 176387

re pretty good Forget it. Let's all sell, its all over. Maybe MD is learning from Bill Gates: he always says things are allright but could be a lot better. <GGGGGG> Freeus

To: John Hauser who wrote (67561)	9/25/1998 4:21:00 PM
From: Dorine Essey	Read Replies (1) \| Respond to of 176387

Intel's Barrett says Dell is targeted by other PC makers By Richard Barry, ZDNet UK September 25, 1998 12:51 PM PT Craig Barrett reckons the proposed PCI-X bus standard -- a potential successor to Intel's PCI standard -- is not, as is widely believed, an attempt to loosen Intel's grip on the computer industry. He believes instead that Dell is the target of the PCI-X consortium, made up of industry heavyweights, Compaq, IBM and HP. Dell, which is challenging Compaq for number one slot in the US, is being "frozen out" by the group in an attempt to gain some "competitive advantage" over it in the server arena, Barrett said. "They've [the PCI-X consortium] kept it under wraps for nine months, for what reason?" asked Barrett, in an exclusive interview with ZDNet UK News. "They've come up with this bus specification in private, and left out some other players who are serious competitors of theirs." Dell (Nasdaq:DELL) agrees with Barrett's assertion, though it had kept its opinion to itself until now. "Of course this is a reasonable point to make and I think yes, the consortium may well have chosen not to talk with Dell because, particularly Compaq, is scared of the efficiency of our business model," said Michael Hjallsted, senior EMEA product manager for servers at Dell. Dell interested in PCIX Hjallsted confirmed Dell's interest in the PCI-X proposal, which is expected to be announced by the PCI Special Interest Group (SIG) within the next two months. He also confirmed that Dell "definitely was not consulted on this project," but said "obviously, if we feel it has benefit for our customers we will consider using it in our products." A report last week quotes a member of the PCI-X consortium as saying: "The time is ripe for a grass-roots type of backlash. We're trying to create an environment where Intel is an equal player in the technology, not the controller." But Dell's Hjallsted doesn't see things that way. "We are growing in the server market while Compaq, for example, is beginning to slip." Hjallsted quoted figures from industry analyst International Data Corp. that showed Dell's unit shipments (servers) grow 58.9 percent in Q2 1998. "Compaq on the other hand slipped from 40 percent in Q1 to 39.9 percent in Q2," he said. Code-named Project 1, the PCIX specification offers a bus speed of 133MHz, compared to PCI's 66MHz. PCI transfers data between the CPU and peripherals at 132MB per second but PCIX will boost that to around 1GB per second and is seen as a way to unblock the bottleneck that PCI has become. Barrett assured ZDNet News that if the SIG accepts the PCI-X specification "Intel won't fight it." Instead the chip giant will continue to work on its own "next generation I/O technologies." HP (NYSE:HWP), IBM (NYSE:IBM)and Compaq (NYSE:CPQ) did not return calls.