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

To: Gemini who wrote (78397)	11/11/1998 11:43:00 PM
From: brian z	Read Replies (2) \| Respond to of 176387

Can Dell Keep Up The Pace? (11/11/98 4:25 p.m. ET) By Sergio G. Non, TechWeb When Dell reports its third quarter earnings on Thursday, Wall Street wants to hear about more than just the bottom line. Among the 28 analysts surveyed by First Call, estimates for Dell's third quarter range between 25 cents and 29 cents a share. The company earned 18 cents a share in the third quarter of its last fiscal year. But Wall Street now wants to hear that Dell, the world's largest direct seller of PCs, can maintain its growth rate. Not everyone is certain it can do that in the coming quarters: A research note released this week by Piper Jaffray said Dell's third quarter growth rate in desktops was just 7.6 percent compared to the previous quarter, slower than the overall market's 9.6 percent growth. On the other hand, Dell's rivals -- Compaq, IBM, Hewlett-Packard, and Gateway -- easily outpaced the market, said Piper Jaffray analyst Ashok Kumar. Things won't get any easier for Dell, Kumar said. "The company cannot expect to maintain its historical growth by expanding customer share," Kumar said. "It would need to come from market share gains -- a difficult proposition in today's competitive environment." Rivals are also turning to direct sales. Gateway, the second-largest direct PC seller, has done well with its Your :)Ware program. On Wednesday, Compaq announced a plan to directly sell its computers to small and medium-sized businesses. "The market they're targeting is big," said Jimmy Johnson, analyst with A.G. Edwards. "If Compaq can be competitive on price, that would be an impact on Dell." Despite his warning that the stock may be overvalued, Kumar maintains a strong buy rating on Dell, and other analysts say there's little they don't already know. "We expect them to come in line with expectations," Johnson said. "We're looking at 50 percent revenue growth." Although growth in the desktop market will become more difficult for Dell, Johnson said, the company is branching out into other areas, such as servers and storage. To keep up its momentum, Dell has to keep hiring high-quality employees, Johnson said. "That continues to be their greatest challenge," he said. "You want to have good people in there and be able to ramp them up quickly."

To: Gemini who wrote (78397)	11/11/1998 11:48:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Re: shareholder value since the company's founding. How long have you been a share holder of CPQ The founder of the CPQ was thrown OUT! Pheiffer came in after that. Greg

To: Gemini who wrote (78397)	11/11/1998 11:51:00 PM
From: Mohan Marette	Read Replies (4) \| Respond to of 176387

Excuse me but I don't think it was Pfeiffer who made the company what it was then but he is quite responsible for what it is today-A total waste of assets,if you ask me. The billion dollar bit and Fortune magazine listing and all that is not his doing either,that was done by the founders, the guys from TI,this dude was probably peddling 'farfagnewgen' or 'knocwurst' whatever in Bavaria at that time.

To: Gemini who wrote (78397)	11/12/1998 12:01:00 AM
From: exhon2004	Read Replies (1) \| Respond to of 176387

Gemini: Re <<Do not underestimate Mr. Pheiffer for a second! The man knows what he is doing and Compaq shareholders, myself included, applaud what he and his team have done for shareholder value since the company's founding.>> I didn't realize Pheiffer was with the company since it's founding. I thought he was brought in as ceo sometime later. I don't know what the current rankings are but a year ago or so I saw rankings of quality and compaq was ranked very poorly. Something like 50% of their pcs had quality problems and a high percent were DOA. Dell, on the other hand has an excellent track record for quality. To be successful in BTO I've gotta believe that quality is of paramount importance and dell has been bulletproof. It would be interesting to know what the current rankings are by some independent organization. Best Regards, Greg Gimelli

To: Gemini who wrote (78397)	11/12/1998 12:14:00 AM
From: Mazman	Respond to of 176387

Gemini, I'm not questioning Pfeiffer's business acumen nor his past successes. It just that I was looking for a little more insight coming from the NBR interview rather than vague statements. I blame the interviewer, not the interviewee. No need to worry about Dell getting complacent. MD seems to be out ahead of the curve on many fronts, continually evolving Dell into bigger and better things. regards, mazman

To: Gemini who wrote (78397)	11/12/1998 12:51:00 AM
From: arthur pritchard	Respond to of 176387

gemini: think about it. cpq is one of mickey's secret weapons...no fun playing games when there is no one toplay with..and after all you need someone like cpq, to hide how strong you really are, confuse the anal-ysts, until you are really ready to take on the next level...keep your head low, ignore the competition, and get everyone on your side, moving in the same direction, all the time...imo cpq likely does not even understand this type of strength etc. blah blah blah...it's late. see you later...