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

To: B.J. Lee who wrote (82449)	11/26/1998 3:25:00 PM
From: Mohan Marette	Respond to of 176387

B.J: My loyalty to and passion for any company is directly proportional to the its propensity and ability to make me money,no more no less and I do have other investments besides DELL,it is just that it is my favorite company thus far is all,besides the crowd here on this thread is a bit more enlightened than the others. Anyway I got to go now as I need to do some research on some other potential candidates.Now don't eat too much turkey you hear me. Happy Thanksgiving.

To: B.J. Lee who wrote (82449)	11/26/1998 3:39:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

DELL-Simply irresistible. B.J: .......and another thing....read on Well you got me started.<vbg> ==================================================================== (Courtsey:Bob Craig & Street Advisor) Dell Continues To Amaze November 14, 1998 by Kevin Prigel streetadvisor.com -------------------------------------------------------------------------------- They may not meet the definition of a technology guerilla that Moore outlined in his book, "The Gorilla Game," but when it comes to execution, no one beats Dell. If you missed the quarterly conference call I suggest that you look at the notes from the call to see how superbly Dell accomplishes goals. Just looking at Dell's growth rate compared to the industry shows what a standout this company is. While the rest of the industry saw 10% revenue growth, Dell's revenues shot up over 50%. Dell alone accounted for 1/3 of the industry's growth! The rest of the world blamed Asia for growth shortfalls, Dell pointed towards 40% Asian sales growth as a strongpoint. Internet sales now come in at over $10 million a day, beating everyone's favorite e-retailer Amazon.com handily. Days in inventory is down to 7 days, the cash flow cycle moved to -9 days (yes, that's negative!). While Compaq, HP, and others blame falling PC prices for earnings slowdowns Dell has maintained its Dell is now the #1 seller of PCs to corporate America, without opening a single storefront or selling through any retailers. With 65% revenue growth in the consumer market Dell could soon be #1 in that market too. In less than two-years they have gone from offering no servers to #2 in market share. They sell 9% of the world's laptops, with 11 times the industry growth rate. The amazing thing is that Dell says that it can all improve from here. While they continue to caution that unit volume gains become more difficult as they continue to grow, they have demonstrated that they can continue to grow incessantly. They only hold inventory for 7 days before it is shipped, but they say that this can be improved. They receive cash 9 days before it is needed and say it's headed lower with more Internet sales. Their cost of support are falling with the move to the Internet sales channel. Operating wise, infrastructure investments will benefit them exceptionally as they scale larger in the coming years. Dell continues to amaze me. There is no other manufacturing company in the world managed as exceptionally well. Even with the massive gains over the past decade, it looks as if Dell will continue to perform.