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

To: Mohan Marette who wrote (68985)	10/3/1998 1:11:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 176387

In the realms of Logical Fallacies your post probably falls under as a "Red Herring".

To: Mohan Marette who wrote (68985)	10/3/1998 3:20:00 PM
From: J. D. Main	Respond to of 176387

Article from Money World October 98 Issue..... Article printed prior to last split.....Here tis..... Dell Computer Corporation Wanna be sick? Back in 1995, you could have bought Dell for around four bucks. Not only is it over $100 today, but there have been four 2-for-1 splits along the way. Any way you calculate it, a couple thousand dollars put into Dell back in '95 would have given you a six-figure nest egg. Is it too late to jump on Dell? According to Dataquest, a market research firm, annual PC sales, estimated at 84.3 million units during 1997, will soar to 151.6 million units by 2001, and you can be sure that Dell will have its share..... Ya gotta luv it!.....Jean

To: Mohan Marette who wrote (68985)	10/3/1998 5:43:00 PM
From: Ken Beal	Read Replies (2) \| Respond to of 176387

Hi Mohan, Re: Company Quarter Ending Rev.($MM) NetInc($MM) #Shrs(MM) Price/Sales MktCp($MM) Compaq 06/30/98 5832.0 32.0 1556.0 2.0 46193.8 Dell 08/02/98 4331.0 346.0 1392.0 5.0 87261.0 The bold numbers mean a lot -- CPQ's revenues were 35% higher than Dell's, but CPQ's profit was over 10 times lower than Dell's. That tells an interesting story about channel vs. direct. There are some products that are better sold through channels; for instance, it would be prohibitively expensive for me to buy a single pencil direct from Eberhard Faber without it first going through Office Depot (and being bundled in lots of 10 or 20). But computers are big enough and complex enough (in terms of configurations) that I believe Dell has the right model. For now. Perhaps in 5 years computers will cost $10 and then the channel model will come back into the fore. (And, if and when that happens, I am sure that Michael Dell will move his company in the proper direction.) Cheers, KenB