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

To: Chuzzlewit who wrote (77011)	11/7/1998 10:12:00 PM
From: Andy	Respond to of 176388

To Anyone Who feels Dell missed the boat: DELL'S BEEN FLAT FOR ONE WEEK: In the previous week, 10/23 through 10/30 Dell moved from 58. to 65.50. A gain of 7.50. Once again a market leader. What is that gain? 12, 13, 14%? You do the math and let me know. THIS STOCK, THIS COMPANY will NOT let you down. Thanks, Andy

To: Chuzzlewit who wrote (77011)	11/8/1998 12:07:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176388

In M. D. words he stated something on the order of the following when he made the 25% market share prediction; "Unless we were enter into radically different markets" . Knowing how dell likes to keep close the fray, I find it hard that DELL would venture too far from the PC biz. Greg

To: Chuzzlewit who wrote (77011)	11/8/1998 1:08:00 PM
From: Sig	Respond to of 176388

<<<We have already discussed Dell's entry into xDSL. Are there any opportunities in HDTV? I don't know, but I bet there will be all kinds of projects that will become interesting to Dell's management. The technology that Dell features is virtual integration, not computers. If Dell defines itself in broad brush strokes based on its core competency rather than on its product there are no limits to growth.>>> As some would say, now you're talking.(g) Through the years many have said Dell could not do this or that Going to China??(Hahaha) just wait till they find the closed door policy. Well now Xiamen is a bit different, a unique invitation to foreign companies to build there with a relaxation of the severe import/export taxes and duties and other restrictions. Dell going to build servers and sell with a low profit margin???. Big joke, OUR company has a 35% profit margin on those and can barely survive to pay off our bureaucratic top-heavy management, retirement pensions, bank loans. Dell will fly. Sig

To: Chuzzlewit who wrote (77011)	11/8/1998 3:10:00 PM
From: stockman_scott	Respond to of 176388

Chuzz: Thank you for sharing your insights on DELL and its future. I think you are right when you say that DELL's core competency is virtual integration. Here are some comments Michael Dell made less than a month ago and they are worth posting and reflecting on again. MSD was speaking when there was a great deal of IRRATIONAL fear in the market. Yet, Michael was VERY CONFIDENT about DELL's strategies and growth prospects. IMHO, there are many good reasons to continue to TRUST DELL's management team. I look forward to the conference call this week. -Scott --------------------------------------------------------------------- The Street.com Top Stories: Austin Notebook: Dell Sees No End to PC Era By Eric Moskowitz Staff Reporter 10/8/98 1:00 PM ET AUSTIN, Texas -- Ignoring the pummeling that his stock has taken over the past two weeks, Michael Dell was upbeat about the PC industry and the future of his own company, Dell (DELL:Nasdaq). Speaking to almost 100 reporters and editors Thursday morning at the Society of American Business Editors and Writers conference, the former newspaper salesman said the end of the PC industry is not here. "We don't see this as the year the PC market blows up," said Dell. He pointed out that the company's growth rate over the first half of 1998 -- 70% -- was higher than its 1994 to 1997 growth rate of 59%. With growth like this, Dell needn't enter the sub-$1,000 PC market. In 1994 Dell exited the retail consumer market, even though it was, and still is, the fastest-growing part of the PC industry. "People said the move would launch us into obscurity," he said. Now with the pressure to re-enter this market resuming, Dell argued that it wouldn't be best for his company's shareholders to do so, especially in light of the recent tech backlash that has knocked some 34% off Dell's stock in the last two weeks. "We still feel that the corporate market and our expansion in global markets is best for our shareholders in the long run," Dell said. The company is placing a big bet that it can replicate its direct sales model overseas, even in currently unstable places such as China and Latin America. Dell said his company sold 3 million units in China last year, and he expects the company to grow by 29% a year through 2002. "I can see China surpassing Germany and even Japan as the No. 2 fastest-growing market," Dell said. After all, there are 1.3 trillion people in China, so even if just one out of every 300 people buys a PC, that's still a lot of PCs, he said. He also said the corporate market will remain robust thanks to the year 2000 problem. While a recent chief information officer survey by Merrill Lynch hinted at a decrease in IT spending in 1999, Dell said companies were still installing software applications and would need new computers to do this. As an example, he said the Federal Aviation Administration just requested $100 million more to buy new hardware to install new year 2000-compliant systems.