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

To: Frank Ellis Morris who wrote (83800)	12/5/1998 6:56:00 AM
From: LightPen	Read Replies (2) \| Respond to of 176387

Dell is simply responding to lower component costs. You will note that the largest % price reduction in on the Celeron processor:- "...bringing one system based on an Intel Celeron processor to $849, or $1,048 with a 15-inch monitor. This is a reduction of 11 percent. " Given that AMD are eating INTC lunch in this market segment, is it not possible that INTC plan to reduce the Celeron processors on Monday and DELL is simply getting out to the market early with the news? Just a thought. Nobody could have expected the massive reduction in component prices over the past year. The sub $1000 PC is a thing of the past, it is now a $800 PC. Regards LightPen

To: Frank Ellis Morris who wrote (83800)	12/5/1998 9:34:00 AM
From: Voltaire	Read Replies (1) \| Respond to of 176387

Frank - Cheer up, they will find those two little pennies around the third week of Feb. Voltaire

To: Frank Ellis Morris who wrote (83800)	12/5/1998 12:31:00 PM
From: stock bull	Read Replies (2) \| Respond to of 176387

Frank, why do you think that the stock hasn't performed well since the last quarter's earnings report was released? IMO, its due to the Street's dissappointment in the company not meeting the whisper number. Stock Bull

To: Frank Ellis Morris who wrote (83800)	12/5/1998 12:35:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Frank, you said: there is something strategically or fundamentally wrong when Dell can't get it together. What precisely can't Dell get together? It seems to me that the company is hitting on all eight cylinders (12 if you drive an exotic). Michael Dell's job is to maximize shareholder wealth by prudently managing the company, not by playing games to jiggle the price of the stock. Cutting prices is a reaction to market conditions. Component costs are a fact of life for all manufacturers, so drops in CPU costs are quickly reflected by adjustments to selling prices. A company that does not adapt is quickly consigned to the scrap heap. I have seen nothing to support your contention that sales are falling. Do you have a source for this information, or is this the result of your big toe twitching? TTFN, CTC

To: Frank Ellis Morris who wrote (83800)	12/5/1998 4:32:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 176387

>>I have been very disappointed with the lagging performance of Dell for some time Just how long have you been disappointed, Frank? I looked at your favorite stocks and charted the first 7 of them for 1998 (http://www.techstocks.com/~wsapi/investor/chart?s=INTC+MSFT+DELL+CSCO+MO+KO+G&pts=50&span=Weeks). Dell is #1 having grown 237% during that period; I would be more concerned with MO +27%, KO +7%, and G -11%. Your dissatisfaction index must be based on the last 30 days. Price cuts are part of the semiconductor and computer culture, just as sauces are to French cooking. Concluding that a price cut indicates dell is in trouble reflects badly on your industry knowledge. Intel just cut some microprocessor prices; should we view that as a sign that AMD is eating their lunch and call for Barrett's head??? Michael's job is to ensure the long term profitability and growth of Dell. If you feel he's doing a bad job, it's your option to invest in some other equity, but if you broaden your window a bit I think you will be more appreciative of his results. Frank