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

To: Lizzie Tudor who wrote (80415)	11/15/1998 11:48:00 AM
From: Dennis	Read Replies (1) \| Respond to of 176387

Please explain.....what is DSO?. Thanks.

To: Lizzie Tudor who wrote (80415)	11/15/1998 12:55:00 PM
From: stock bull	Read Replies (2) \| Respond to of 176387

Michelle, re:<<Historically there was virtually no backlog at Dell until the high end stuff came on... now they have a very small backlog relative to the other players in the industry. My point is that it is very likely the DSO increase was related to one server line/product. Nothing really to worry about while the high end line is rolling out.>> I'm not sure that I understand your posting. Isn't DSO a measure of how long it takes for Dell to collect payment for product that has been shipped to the customer? If I am correct, what does this have to do with the backlog or the start-up of new product lines? Can you clarify for me? Stock Bull

To: Lizzie Tudor who wrote (80415)	11/15/1998 2:17:00 PM
From: larry	Read Replies (3) \| Respond to of 176387

Michelle, I contacted several of my friends who work in major brokerage houses in the Street. They told me that several analysts now believe that DELL won't meet the high number for next year mostly based on the questions I summarized in the past posts. My gut feeling tells me that sth is not right here. larry!

To: Lizzie Tudor who wrote (80415)	11/15/1998 8:38:00 PM
From: divvie	Respond to of 176387

RE: DELL Backlogs. I remember DELL, and all others, having a backlog with the 200 Mhz Pentium Pro chips a few months after they came out. Trouble was that Ziff Davis did their normal run of application suite benchmarks on win95 and found little improvement over classic Pentium. This is no surprise as the PPro was designed to execute instructions optimally in 32 bit chunks. Unfortunately MSFT did not deliver what they had originally promised to INTC, which was a fully 32 bit Win95. Most of the GUI stuff was still 16 bit for example. Thus the ZD tests did not show any improvement. However, if they had tested on NT, which they did do later, they would have found a huge improvement. There was a gap of a couple of months before this truth sank in, in which time evryone shunned the PPro. Companies sold it very briefly for the same price as classic Pentium. Then ZD mags told the world that PPro was a good chip for NT and suddenly there was a shortage. A friend of mine was quoted an 8 week delivery time if he went for 200Mhz PPro (in late 96 I think) so he went for the 180Mhz which was available immediately. Does anyone remember how this affected DELL at the time? I suspect that the vast majority od sales were in the 133 to 166MHz range back then so the impact may have been small.