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

To: Chuzzlewit who wrote (68936)	10/3/1998 12:56:00 AM
From: Boplicity	Read Replies (3) \| Respond to of 176387

Thread, I don't know how many of you all look at other threads here on SI, but I look at many them. A good percentage of the threads I visit have a little mention about DELL, some good some bad. I have never seen this much fixation on one stock. I have to admit, it worries me, you know the saying, when the show shine boy is talking about a stock, it's time to sell. BUT, I also I have to admit that DELL is hanging in here, better then most of the stocks I follow. So I wait and let the market tell me what to do. Greg

To: Chuzzlewit who wrote (68936)	10/3/1998 1:26:00 AM
From: Boplicity	Respond to of 176387

ASIA Recession: Japan: down 2.5 percent. Deepest recession since World War II. Heavily indebted banking system. Government raised taxes last year and cut spending, putting a brake on economic growth. Indonesia: down 15 percent. Considered in depression. Poor banking system, crony capitalism, low oil prices. Malaysia: down 6.4 percent. Troubled banking sector. Falling currency, stock market. South Korea: down 7 percent. Crony capitalism, weak banking system. Thailand: down 8 percent. Weak banking system, crony capitalism, overvalued currency. Hong Kong: down 5 percent. Real estate bubble, banking system burdened with bad loans. Philippines: down 0.6 percent.Falling currency, weak banking system. Vulnerable to recession: Singapore: 0 percent. Hurt by economic problems of close trading partners, Malaysia and Indonesia. CENTRAL, EASTERN EUROPE: Recession: Russia: down 6 percent. Collapsing banking system, weak currency, poor tax collection system, falling oil prices. Romania: down 4 percent. Poor economic policy, legacy of Soviet era. Ukraine: down 0.1 percent. Spillover from neighboring Russia's problems. LATIN AMERICA: Recession: Venezuela: down 2.5 percent. Low oil prices. Vulnerable to recession: Brazil: up 1.5 percent. Falling currency, stock market. Big budget deficit. Colombia: up 2.7 percent. Large budget, trade deficits. Peru: up 3 percent. Low metals prices. El Nino-caused drop in fish catch. MIDDLE EAST: Vulnerable to recession: Saudi Arabia: up 0.4 percent. Low oil prices. Iran: 0 percent. Low oil prices. Kuwait: up 1.3 percent. Low oil prices. AFRICA: Vulnerable to recession: South Africa: up 0.8 percent. Low commodity prices. Nigeria: up 2 percent. Low oil prices. OTHERS: Recession: New Zealand, down 0.5 percent. Slumping exports to Asia, drought. Vulnerable to recession: Turkey: up 3.7 percent. Falling stock prices. High inflation. Close trading partner of Russia

To: Chuzzlewit who wrote (68936)	10/3/1998 10:08:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

I say bloody murder. Paul: These reports by IDC/DATAQUEST etc are extremely prejudicial to DELL and and favor the Channel Stuffers like CPQ. If CPQ ships 10 million units to the channels and the channels only sell 5 million actual units to the customers and if DELL ships 2 million actual units to their customers the report will show. CPQ sold = 10 million units DELL sold= 2 million units And they call that fair and I have no idea what these people are complaining about,if anybody should be complaining it should be DELL. This is high calibre Bull S@$$% and no sir I ain't buying it.

To: Chuzzlewit who wrote (68936)	10/4/1998 10:46:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 176387

No distinction is made amongst resellers, VARs, and customers who purchase direct. What these numbers do not indicate is at what rate machines are ending up in the hands of the final customer, I hate to take a differing view...and I'm sure this has already been stated...but, OVER TIME these measures are accurate. If a channel does not clear inventory then they will take fewer units in subsequent months/quarters. I agree that if the report is measuring a single quarter that it indeed could be scewed - and in fact it's equally likely that it is scewed in DELL's favor as it is CPQ's. But, if the report covers a year the numbers will be very close to being accurate. OG