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

To: Craig Lieberman who wrote (72475)	10/16/1998 8:55:00 AM
From: Stoctrash	Respond to of 176387

Craig, excellent question!!! My reasoning is this: Econ slows down, Econ is 2/3 consumer spending, some of that spending is on Computers. If this happens...not only do you have ASP pressure but LOWER volumes too. That would be bad for both the bottom and top line numbers. So I'm not really NEGATIVE on DELL persay just the overall environment and of course the token valuation thing. People will want liquidity and any HIGH PE stock is a target. I think it will be tough to make new highs based on this...and the lows, well it all depends on the Econ and how bad it gets.

To: Craig Lieberman who wrote (72475)	10/16/1998 9:09:00 AM
From: Mohan Marette	Respond to of 176387

Going against the grain-Dell does it again and pulls out of COMDEX ---(as the main keynote speaker),however Dell and company executives will meet with reporters at COMDEX on Nov.16th. Craig: Here is a bit of breaking news. M.D pulled out of COMDEX as the main keynote speaker citing COMDEX has too many 'keynote speakers' as the reason and I don't blame him,good for him I say. I mean what the hell kind of 'keynote' is it if they have a zillion keynote speakers,hey we got class man.<vbg> I like his style and hutzpah,always defining his own rules and playing by it.Screw COMDEX.(hehehehehe) Here it goes. ================================= (Source:Austin American) Dell pulls out of Comdex,cites too many speakers On the Web: Dell Computer Corp. By Jerry Mahoney American-Statesman Staff Posted: Oct. 16, 1998 Michael Dell, the 33-year-old marketing and manufacturing whiz who changed the computer industry by going against the grain, has done it again. The founder and chief executive of Dell Computer Corp. has flouted convention by withdrawing as a main speaker at Comdex/Fall '98, the huge information-technology extravaganza in Las Vegas Nov. 16-20. Billed as the world's biggest and most influential information-technology event, Comdex will draw 200,000 participants to see 2,400 companies unveil 10,000 new products. The show draws the industry's best minds and biggest spenders. Not to mention 3,500 journalists. Dell doesn't dispute Comdex could be a fine forum for sharing his vision of how Dell's direct, build-to-order system meshes nicely with the Internet. What bothers Dell is the size of the crowd scheduled to deliver "keynotes" over the first four days of Comdex, including industry luminaries such as Microsoft Corp. founder Bill Gates, Compaq Computer Corp. CEO Eckhard Pfeiffer, Intel Corp. CEO Craig Barrett and Oracle Corp. Chairman Larry Ellison. Dell spokesman T.R. Reid said Thursday his boss was one of five keynoters when he accepted the Comdex invitation six months ago. "The issue is, the number of major addresses has doubled, as we understand it," Reid said. "What was presented to Michael as a relatively select opportunity was significantly less so." ZD Events, the company that organizes Comdex, had promoted the speech as Dell's first Comdex keynote. Thursday, ZD Events defended the roster of keynotes, which includes three on Nov. 16 even without Dell. "I don't see that there is a better opportunity to address the audience they are trying to reach," said Doug Gold, a ZD Events vice president. Bill Schaub, a PC industry analyst with Dataquest, sides with Dell. "A keynote is a keynote," he said. "You don't have nine keynotes. If it's an onslaught of industry icons, then call it that." *Michael Dell and other company executives plan to meet with journalists at Comdex on Nov. 16, Reid said.*