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

To: PAL who wrote (81921)	11/23/1998 1:21:00 PM
From: Voltaire	Read Replies (1) \| Respond to of 176388

On a stock like AMZN I simply like to get feet wet. I got in at 172. But I don't bet the farm. If it keeps surging I make out and if it comes down I get Wetter. I feel investors are simply playing the split. My personal opinion is that AMZN will continue to go up. The thing with AMZN is that 85% is insider owned. Very dangerous for shorts. Good Luck on your investing. Voltaire

To: PAL who wrote (81921)	11/23/1998 1:25:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176388

Well this means WAR- The big Texas shootout. Hi Paul: Here is an interesting look at how DELL and CPQ is fighting it out,well 'sorta'. ========================================================== ...At Comdex, Pfeiffer reminded his audience of about 3,000 people that Compaq is the PC industry leader, adding that it is "a position we definitely plan to keep." Dell Vice Chairman Mort Topfer smiles when he talks about Dell's expectations to overtake Compaq. "I'm not sure their egos could take it," he said. Dell vs.Compaq --------------------------------------------------------------- ...Dell is hitting on all eight cylinders," said Bill Schaub, vice president for personal computing at Dataquest. "By the end of the year, if Dell continues to grow by 70 percent, Compaq's got a real problem. "This war," he said, "has taken an incredible toll on the rest of the manufacturers, particularly those offshore.".. THE DELL APPROACH ------------------ ...The Dell approach But the companies took different paths to their positions of leadership. For years, the computer industry regarded Dell as a mail-order business and competitors underestimated the threat it posed to the status quo. Untethered by warehouses where components or finished PCs lose value by the day, Dell traditionally priced its computers at least 10 percent below the mainstream manufacturers. And the company's ability to produce high-quality computers, customized for buyers, within days of receiving orders vaulted it into the top tier of the PC industry with Compaq, IBM and Hewlett-Packard. But Dell doesn't identify with those companies. Dell executives say they have no interest in expanding the company's catalog beyond notebooks, desktops, workstations and servers. They also ignored the advice of analysts who said Dell should build a service division to compete with the new Compaq. "We do not cater to the current industry wisdom that, because there is sales revenue there, you have to do it," said Vice Chairman Kevin Rollins. "The difference between us and our competitors is they have to have service to survive." In fact, while Dell's corporate deportment is as buttoned-down as Compaq's, its role as a maverick that succeeded by bucking tradition is more akin to companies such as Southwest Airlines and Wal-Mart, whose cost-cutting strategies and innovation roiled their industries. "Dell has set the bar for efficiency," Schaub said. "When you've got parts sitting 100 yards from the finished product, and it takes six hours to finish, including software loading, that's efficient." Compaq, which absorbed a financial blow early this year when it was forced to slash prices of PCs stuck in warehouses, has copied parts of Dell's manufacturing system. It says its goal for next year is to turn its inventory at a rate of 30 times a year, up from only 10 early this year. Dell, by contrast, turns its inventory 52 times a year. There are limits to how far Compaq is willing to follow Dell. Executives maintain they will keep their relationships with resellers, who play a key role in getting Compaq equipment into some large corporations. Speaking last week at the Comdex show in Las Vegas, Pfeiffer emphasized that almost two-thirds of PC sales still are made through resellers, retailers or other indirect methods. "We're doing more than embracing the direct model," Pfeiffer said. "We're extending beyond it." ..... austin360.com