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

To: Mohan Marette who wrote (83779)	12/4/1998 9:47:00 PM
From: VICTORIA GATE, MD	Read Replies (1) \| Respond to of 176387

Mohan Marette Intel did not cut price last 40-50 days Memory price had been up Hard drive price did not go down re<We're now selling $10 million over the Internet; >this old new from last qts or sure be the same with last qt re<, we have seen quite a drop in operating expenses…that's what's driving this," Can this be save 9-11% ? Is this the same way DELL have been tell us before (efficiency )every time they cut prices? vg

To: Mohan Marette who wrote (83779)	12/4/1998 10:55:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 176387

Thanks for the update, Mohan. You do a great job keeping the thread informed of pertinent articles, which is greatly appreciated. Voltaire and I are both positive (for different reasons) about dell's chances of breaking the 80 mark by the next earnings report (Feb 17?). What's your assessment of the situation from Information Central? Frank

To: Mohan Marette who wrote (83779)	12/5/1998 11:45:00 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Mohan, Hi!!! RE: '-"We're now selling $10 million over the Internet; corporate sales over the Internet have increased to a hefty portion. Due to those efficiency gains, we have seen quite a drop in operating expenses…that's what's driving this," said Danny Young, director of marketing and sales for the OptiPlex line.' "THE INTERNET IS THE ULTIMATE FORM OF THE DIRECT MODEL. THESE ARE ZERO-VARIABLE-COST TRANSACTIONS, AND THAT IS NIRVANA" msd You know Mohan....let the others try and compete at this level....Dell can play on any field ....any court....any mat....in any ring....ANYWHERE....ANYWHERE....and kick their ____!!!! Dell management doesn't do anything until they know they are ready to win..... "YOU HAVE TO BE SELF CRITICAL TO SUCCEED......IF YOU SAT IN ON OUR MANAGEMENT MEETINGS, YOU WOULD FIND THAT WE ARE A REMARKABLE SELF-CRITICAL BUNCH WITH A DISDAIN FOR COMPLACENCY THAT MOTIVATES US" msd Never Bet Against Dell..... Best, kemble