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

To: JRI who wrote (99541)	2/15/1999 12:41:00 PM
From: Jock Hutchinson	Respond to of 176387

John: Your points are well taken, but the quarter over quarter numbers are still bad--two percent US growth is terrible. DELL's customer base is the most sophisticated, so it appears that any late bump in Y2K will not be all that beneficial to DELL. If Niles has failed to include the server market in his calculations, then he is in deep do do. As I have noted, he has screwed up big time before with his less than prescient call on MU, when he predicted in Sept '95 that the MU would see a year end price of 125. He stated that he could not emphasize his buy recommendation strongly enough. Uh, not quite Dan. MU finished the year at around 35 to 40.

To: JRI who wrote (99541)	2/15/1999 12:48:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 176387

dan niles is a dodo. while i agree with him here, i have to admit he's an utter dolt. i actually don't like him on my side. he's been so wrong mu's underlying business it has been pathetic. actually, i thought he was just a bull market tout he's been so wrong. this has caught me by surprise...

To: JRI who wrote (99541)	2/15/1999 2:19:00 PM
From: T.R.	Respond to of 176387

Here is a story about DELL from the Austin American Statesman. From what I read Dell's slower growth was not as much a case of declining interest in Dell or their product line but more of a decision not to participate in the "sub $1,000" pc market since the margins are not very attractive. As an investor I like this approach to business... don't tie your shop up with low margin units, let the competition tie up their resources. "According to International Data Corp., Dell's fourth-quarter computer shipments in the United States were only 2.6 percent higher than the third quarter. Meanwhile, industry shipments grew 13 percent. Worldwide, Dell's shipments improved about 13 percent over the third quarter, but total PC shipments surged 23 percent, IDC estimated. Analysts said Dell may have missed out on the normal jump in holiday PC buying because it doesn't have a sub-$1,000 computer. While popular, those computers carry a thin profit margin, which is one of the reasons Dell has avoided that market. " statesman.com