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

To: Mohan Marette who wrote (98724)	2/13/1999 12:30:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

Great report Mohan!! Who are we going to TRUST?? I think I'll keep my large position in DELL and listen to Michael on Tuesday. I really liked some of these comments from the Goldman Tech Conference: <<At the Goldman Sachs Technology Investment Symposium in New York this week, Dell certainly didn't appear worried about sales. Dell said he expects 50 percent of the company's business to come from its Web site over the next two years. Currently, about 20 percent of sales come from the Dell site. "We can sell other things through the site," said Dell. "We are in the early forms of selling software and hardware components. There's lots of opportunity to expand, but that doesn't mean we'll be selling Furbies or Ginsu knives." The CEO was also confident about the company's chances in the high-end corporate market with its storage and server offerings. "We're off to a good start," said Dell. Goldman Sachs analyst Richard Schutte said Dell has been able to get corporate customers to trade up from desktops and notebooks to servers. "The model clearly works," said Schutte. Although Dell is facing incumbents, Dell said it has been able to land large contracts from the likes of General Electric and Ford. "Incumbents have advantages, but we're viewed as a sign of change," said Dell. The computer chief said he met with a large brokerage that wanted to change suppliers on concerns about financial upstarts such as E*Trade. "They are afraid that they won't get there with the old true blue solution," said Dell in a thinly veiled reference to IBM. >>

To: Mohan Marette who wrote (98724)	2/13/1999 6:51:00 PM
From: kemble s. matter	Respond to of 176387

Mohan, Hi!!! RE: Kudos to Zdnet for writing a balanced and unbiased report. Hi Kemble: With all the hoopla that is going about DELL based on hearsay from Niles and his buddies,it is refreshing to see some unbiased reporting for a change,here is one. Most reports I saw from Reuters,wired news and others have been examples of shoddy reporting at best 'cos most of them started their reports by saying that Dell told analysts that Q4 earnings would be soft.This couldn't be farther from the truth as we all know since Dell has not said any such thing to analysts or any other schmucks. BTW I have send an email to Wired News complaining about their shoddy reporting,told them to check their facts before spewing out pure garbage and that Dell did not tell analyst any such nonsense about sales being soft etc etc. Mohan...... Amazing how little some of these guys know...but,it is wonderful to see some of the others come up and take the position they are taking here...if you've followed Dell's recent move you know they are now entering a new field ...the Data Storage and Server business ....Michael has told us long before the release of Data Storage that he "would rewrite the way business is done ...." "Selling servers for 50% less than the competition" "Exposing the server rip-offs..." The Meta Group report where 50% of all business was found to not be willing to deal with DELL purely because they couldn't offer all of the A-Z components...."Dell has left enormous amounts of money on the table because of this..." Well, I believe this quarter will be the first quarter where the numbers prove some of the posts I have collected...I anxiously await Tuesday for many many reasons...still my #1 is CHINA...but, I believe these analysts have missed the Data Storage and certainly shouldn't be reporting on this stock if they are unaware of the total picture here... Michael and management know what they're doing..Mohan perhaps you should charge these ignorant analysts for the posts you've sent to me...I just collect them and read them...read them again...talk of the Dell future and conclude with one simple phrase... DELL IS THE NEXT DELL.... Best, Kemble