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

To: stock bull who wrote (83796)	12/5/1998 4:55:00 AM
From: Zeem	Read Replies (1) \| Respond to of 176387

stock bull - I kind of expected this. If I were MSD, I would start knocking on CPQ's back door! It will keep them busy chasing their compaqed little tails for awhile! (VBG)

To: stock bull who wrote (83796)	12/5/1998 5:58:00 AM
From: Frank Ellis Morris	Read Replies (5) \| Respond to of 176387

>>Kemble & ALL, Dells cuts prices and sells pc below $1000, without monitor. Is this good or bad news? Reason given for price cuts is lower component prices and improved operating efficiencies...so, what's new?<< I do not interpret cutting prices as a positive for the stock. To me this indicates trouble and that the company in an attempt to boost falling sales or to go after competition are reducing prices and this impacts their revenues. I have been very disappointed with the lagging performance of Dell for some time. In a bull market like this where so many tech stocks are reaching highs including Compaq Computer there is something strategically or fundamentally wrong when Dell can't get it together. Shareholders want their shares to appreciate. Everything else is just bullshit. Michael get the damn stock to start moving. It is your job to please your shareholders and this shareholder is getting a little impatient with the recent poor performance. I think many will too if the stock does not begin to perform well in the next few weeks. Frank

To: stock bull who wrote (83796)	12/5/1998 7:34:00 AM
From: Sig	Respond to of 176387

Re Dell price cuts: <<<Comments appreciated. Is this a good move for Dell and especially the stock's price?>>> Here are price cuts of only two months in 1996. Since then the stock has split 4 times and gone up in price by 15X Today I do not ask why the prices were cut, just accept it as a very positive thing to do. ( These are from www.dell.com under investor relations,'press releases- 1996' AUSTIN, Texas, Oct., 29, 1996 -- Dell Computer Corporation (Nasdaq: DELL), the world's leading direct marketer of computer systems, today announced that it has cut prices by up to 12 percent in the U.S. across its line of network-ready Dell® OptiPlex® corporate desktop PCs. This move marks the second price cut in as many months on Dell's OptiPlex PCs. Dell cut prices last month by up to 16 percent on certain models of the Dell OptiPlex line and prices on some OptiPlex systems have dropped as much as 56 percent since January. Today's reductions are effective immediately in the U.S. with the biggest cuts on systems with 200 megahertz (MHz) Pentium® processors. Dell's OptiPlex PCs are designed for use in complex network environments by business, government and education customers. These customers account for more than 90 percent of Dell's sales. This is the fifth price cut announcement this year on OptiPlex PCs, placing certain Dell systems up to 34 percent less than comparable systems offered by Dell's major competitors. AUSTIN, Texas Sept. 18, 1996 -- Proving once again that great performance and reliability needn't carry a premium price, Dell Computer Corp. (Nasdaq:DELL), the world's leading direct marketer of computer systems, today announced price cuts in the U.S. of 22 percent to 41 percent across its entire line of Pentium®-based PowerEdge® network servers. The move is the latest in a series of price cuts this year that have catapulted Dell's server sales. Servers achieved the highest percentage rate of unit growth of any Dell product line in the second quarter of this year, growing 115 percent over the same period last year and 57 percent from the previous quarter. "Today's move underscores Dell's position as the driving force in bringing server prices into the mainstream," said Kevin Rollins, senior vice president and general manager, Dell Americas. Dell's actions are the result of the company's ability to quickly pass on to customers the lower costs of components such as memory and processors. Prices have been reduced on all current Pentium-based PowerEdge systems, including SP, XE and XL models. AUSTIN, Texas, Sept. 11, 1996 -- Dell Computer Corporation (Nasdaq: DELL), the world's leading direct marketer of computer systems, today announced that it has cut prices again on its line of network-ready Dell® OptiPlex® corporate desktop PCs. Today's reductions of up to 16 percent are based on component cost savings and are effective immediately, with the biggest cuts placed on configurations that are ideal for running Microsoft® Windows 95 and Windows NT® Workstation 4.0. Many of these systems now are priced up to 34 percent less than comparable systems offered by Dell's major competitors. This is the fourth price cut announcement this year on OptiPlex PCs, with prices on some systems having dropped as much as 50 percent since January. Last month Dell announced that it was the first PC manufacturer to begin shipping Microsoft Windows NT Workstation 4.0 factory installed on its line of OptiPlex GXpro PCs based on Intel's Pentium Pro processors. Dell plans to offer the operating system in October on OptiPlex PCs based on Intel's Pentium® processors.

To: stock bull who wrote (83796)	12/5/1998 7:47:00 AM
From: Sig	Read Replies (2) \| Respond to of 176387

<<<Also, didn't Michael Dell say that Dell would not enter the sub $1000 market?>>> Bull: That is not quite the way he worded it,he left the door open by saying something like "at this time". And he also said they were already competitive in the low price field because the "other guys" prices often did not include monitors, useful added software, warranties, etc . (these are my words, not his) Sig

To: stock bull who wrote (83796)	12/5/1998 11:27:00 AM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

stock bull, Hi!!! RE: Kemble & ALL, Dells cuts prices and sells pc below $1000, without monitor. Is this good or bad news? Reason given for price cuts is lower component prices and improved operating efficiencies...so, what's new? What happens when prices start to rise? Also, didn't Michael Dell say that Dell would not enter the sub $1000 market?>> You know this may sound like someone avoiding the question....but, don't misconstrue the knowledge or the words of Dell...If my small brain recall can be somewhat accurate...... I believe he said there was "no need to at this point"....in addition I can assure you that he isn't selling anything he couldn't make a great profit at..Michael has told us that "MANY AREAS COULD BE PURSUED"......AND, afterall; that statement about the $1000 market was made well over a year ago....so, let's take another quote...this one from Tom Meredith : "COMPONENT PRICES ARE FALLING AS MUCH AS 1% EACH WEEK...." Now, I could ask Chuzz to do the math...but, even I can see that in twelve months or more Dell has the opportunity to once again provide the consumer with the Rolls Royce quality.....the Mazzerati speed......and the Volkswagen Beetle price .... Another indication why may be due to the burn time and efficiency of the model.....(The ZDNET article tells us this if you read between the lines....For Example....at the Dell Metric Tour in July we were told....at least our group...that Dell would soon be dropping the burn time on the quality testing segment of the PC production ....(ask LONG ON DELL...I can still see him smiling with $$$ signs in his eyes while doing the math with Patrick ...all the while our guide continued talking ) .....something like 500 more PC's each 30 minutes....now the quick math here...well, you can figure it out if I can... :o) In a side note IMO we don't talk enough on this thread about the Dell Model....I joke about my dreams of Virtual Integration....they aren't a joke....the possibilities are endless....IMO this is why Michael can smile so much when asked about why Direct will succeed ....Just my opinion....but, that smile of confidence doesn't occur in any actor...not even Dustin Hoffman is that good... :o) Best, Kemble