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

To: TCBinAugusta who wrote (98683)	2/13/1999 11:08:00 AM
From: Dougerdad	Read Replies (2) \| Respond to of 176387

Why should I buy or sell Dell? It looks like Dell's high evaluation has made the market nervous (again). But ,when you change the way corporate America does business, in way Dell has, that understandable. Here is my take on Dell: Upside: (1) Dell has the best managed and most highly focused PC company in the business. I have worked as a supplier (not today) and have interviewed with Dell, and without question, Dell knows its market, suppliers and business model and will do what ever it takes to dominate their segment. The Dell purchasing power is legendary, getting the best technology at the fairest price. Contrast this to HP, IBM and Compaq which are in many other businesses aside from server, workstation, desktop and storage. They don't have focus and will not win. (2) Dell has entered storage to dominate that segment. Wall Street has not figured this out yet. Dell is using their direct model to change the way ISPs and IT vendors purchase and support their explosive data storage requirements. By putting into place strategic relationships with companies such as Veritas Software (the leader in storage management software), Clariion (awesome RAID technology), Adaptec and many other leaders in the industry, Dell is streamlining the IT procurement processes in a business that has MUCH HIGH GROSS MARGINS than the desktop. Their direct model will have a positive impact on the bottom line. A minor shortfall in revenues on the desktop does not worry me. When Dell's succuss in storage becomes apparent to the rest of the world, that will carry the company to new highs. There is potential downside: The stock has had a great run up and historically in march the high tech stocks take a breather. However, I believe that Dell's storage and server strategy will pay off in spades. After reading the press release from Stephens, its clear that there is concern with competitive pressures. However, they don't get the big picture. But after dealing with Dell for years, I believe that Dell will remain light years ahead of the competition

To: TCBinAugusta who wrote (98683)	2/13/1999 11:30:00 AM
From: Mohan Marette	Respond to of 176387

Just in from China- News Dell/Legend Well,I don't particularly care for 5fer or pisser or whatever his name is and the man's management ability questionable however he tries desperately to out-stage Dell every chance he gets,last quarter it was the dry ice bit this time it is bad-mouthing Dell by saying he is taking away market share from Dell,yeah that is a good one.The man gets only about $400k worth of business a day via online sales,even that I suspect is from customers who would have bought CPQ anyway form a local channel or whatever,I don't think these are new customers he is attracting. Dissing Dell is all he got at this point as we all know who is losing market to whom,just look at any stats from IDC or Dataquest. Now for Dell, let's wait till Tuesday and see what happens,what is doing on right now is mere speculation and conjecture based on hearsay. Like Wolf of Dillion Read said,Dell is a direct marketer,nobody knows whether their sales was good or bad or indifferent,only the company knows that,not Niles,not Wolf,not IDC.The company is in a quite period therefore they can not defend themselves from the barrage of negative comments by pundits and speculators and vested interests. All I know is couple of days ago Michael Dell said that 'Dell is on a tear' and that the he expect DELL to continue to grow much faster than the industry and that is good enough for me for right now. ======================= Here is some headline I picked form China,couldn't get any details yet on it. Dell Will Not Cut PC Prices in China to Stimulate Sales (2/11/1999) Legend, China's Leading Computer Maker, Plans to Sell 1.2 Million PC's in 1999 (2/11/1999)

To: TCBinAugusta who wrote (98683)	2/13/1999 1:42:00 PM
From: VICTORIA GATE, MD	Read Replies (1) \| Respond to of 176387

TCBinAugusta PLS Don't get me wrong dell still very good compay DELL had been the No. 1 direct seller of personal computers for last 5 years with GTW DELL still the No. 1 direct seller of personal computers but with GTW, CPQ, IBM and many more will come in for next 5 years Big different + right now all the parts doesn't go down as much as before while dell can do very well and some one like cpq, ibm can't +q4 had too many holiday not help dell sale anyway vg